Pinnacle Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Pinnacle Wealth 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
2021 Q2	$5.59M	Buy	+37,860	New	+$5.58M	0.23%	113

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Wealth Advisors's IVE Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2021: 37,860 shares worth $5.59M. The stake represents 0.23% of the portfolio and ranks #113 among its holdings.

929 funds tracked by Wall St. Rank hold IVE as of Q2 2021.

Pinnacle Wealth Advisors held 37,860 shares of iShares S&P 500 Value ETF worth $5.59M as of Q2 2021.
iShares S&P 500 Value ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares S&P 500 Value ETF made up 0.23% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #113 holding.
929 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.