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Prestige Wealth Management Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Prestige Wealth Management Group’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
Q3 		– Sell
-27
Closed -$3K – 901
2020
Q2 		$3K Sell
27
-104
-79% -$11K ﹤0.01% 616
2020
Q1 		$13K Sell
131
-27
-17% -$3.21K 0.01% 334
2019
Q4 		$21K Sell
158
-1
-0.6% -$124 0.01% 292
2019
Q3 		$19K Hold
159
– – 0.01% 286
2019
Q2 		$19K Hold
159
– – 0.01% 279
2019
Q1 		$18K Hold
159
– – 0.01% 295
2018
Q4 		$16K Buy
+159
New +$17.4K 0.01% 355

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return