Permit Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Permit Capital Advisors’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
2022 Q1	$66K	Buy	+418	New	+$64.3K	0.03%	91

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Permit Capital Advisors's IVE Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2022: 418 shares worth $66K. The stake represents 0.03% of the portfolio and ranks #91 among its holdings.

1,072 funds tracked by Wall St. Rank hold IVE as of Q1 2022.

Permit Capital Advisors held 418 shares of iShares S&P 500 Value ETF worth $66K as of Q1 2022.
iShares S&P 500 Value ETF was a new Permit Capital Advisors position in Q1 2022.
iShares S&P 500 Value ETF made up 0.03% of Permit Capital Advisors's portfolio in Q1 2022, its #91 holding.
1,072 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.