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MYCIO Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

MYCIO Wealth Partners’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,371
Closed -$308K – 214
2019
Q4 		$308K Buy
2,371
+28
+1% +$3.48K 0.02% 268
2019
Q3 		$279K Hold
2,343
– – 0.02% 255
2019
Q2 		$273K Buy
2,343
+12
+0.5% +$1.38K 0.02% 254
2019
Q1 		$263K Sell
2,331
-200
-8% -$22K 0.02% 237
2018
Q4 		$256K Buy
2,531
+34
+1% +$3.72K 0.02% 231
2018
Q3 		$289K Buy
2,497
+16
+0.6% +$1.84K 0.03% 223
2018
Q2 		$273K Hold
2,481
– – 0.03% 226
2018
Q1 		$271K Buy
2,481
+14
+0.6% +$1.6K 0.03% 199
2017
Q4 		$282K Buy
2,467
+28
+1% +$3.1K 0.03% 199
2017
Q3 		$263K Buy
2,439
+14
+0.6% +$1.48K 0.03% 210
2017
Q2 		$255K Hold
2,425
– – 0.03% 191
2017
Q1 		$252K Sell
2,425
-208
-8% -$21.6K 0.03% 193
2016
Q4 		$267K Buy
2,633
+32
+1% +$3.12K 0.04% 171
2016
Q3 		$247K Buy
2,601
+218
+9% +$20.7K 0.04% 152
2016
Q2 		$221K Buy
2,383
+14
+0.6% +$1.28K 0.04% 158
2016
Q1 		$213K Sell
2,369
-87
-4% -$7.42K 0.04% 150
2015
Q4 		$217K Buy
2,456
+16
+0.7% +$1.43K 0.04% 140
2015
Q3 		$205K Buy
2,440
+13
+0.5% +$1.16K 0.04% 136
2015
Q2 		$224K Sell
2,427
-8
-0.3% -$755 0.04% 139
2015
Q1 		$225K Buy
2,435
+15
+0.6% +$1.39K 0.05% 135
2014
Q4 		$227K Buy
2,420
+13
+0.5% +$1.19K 0.05% 126
2014
Q3 		$217K Buy
2,407
+12
+0.5% +$1.09K 0.05% 125
2014
Q2 		$216K Sell
2,395
-9
-0.4% -$795 0.05% 126
2014
Q1 		$209K Hold
2,404
– – 0.05% 128
2013
Q4 		$205K Buy
2,404
+28
+1% +$2.31K 0.05% 132
2013
Q3 		$186K Buy
2,376
+13
+0.6% +$1.03K 0.05% 126
2013
Q2 		$179K Buy
+2,363
New +$179K 0.05% 124

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MYCIO Wealth Partners's IVE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares S&P 500 Value ETF (IVE) in Q1 2020, closing a stake of 2,371 shares — an estimated $308K sold.

MYCIO Wealth Partners first reported a position in IVE in Q2 2013 and held it in 27 quarters. The position peaked at $308K in Q4 2019. 760 funds tracked by Wall St. Rank hold IVE as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 2,371 iShares S&P 500 Value ETF shares in Q1 2020, an estimated $308K.
  • MYCIO Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's iShares S&P 500 Value ETF position peaked at $308K in Q4 2019.
  • 760 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.