Olympiad Research’s iShares S&P 500 Value ETF IVE Stock Holding History

Olympiad Research’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 Q2	–	Sell	-14,625	Closed	-$1.41M	–	344
2020 Q1	$1.41M	Buy	14,625 +7,562	+107%	+$900K	1.42%	10
2019 Q4	$919K	Buy	+7,063	New	+$879K	0.71%	16

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Olympiad Research's IVE Position: Q2 2020 in Review

Olympiad Research sold out of iShares S&P 500 Value ETF (IVE) in Q2 2020, closing a stake of 14,625 shares — an estimated $1.41M sold.

Olympiad Research first reported a position in IVE in Q4 2019 and held it in 2 quarters. The position peaked at $1.41M in Q1 2020. 762 funds tracked by Wall St. Rank hold IVE as of Q2 2020.

Olympiad Research reported no remaining iShares S&P 500 Value ETF position as of Q2 2020 after selling out during the quarter.
Olympiad Research sold 14,625 iShares S&P 500 Value ETF shares in Q2 2020, an estimated $1.41M.
Olympiad Research first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 2 quarters.
Olympiad Research's iShares S&P 500 Value ETF position peaked at $1.41M in Q1 2020.
762 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2020.

Based on Olympiad Research's 13F filing for Q2 2020, filed 6 Aug 2020.