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

Principle 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
Q3 		– Sell
-462
Closed -$50K – 290
2020
Q2 		$50K Buy
+462
New +$49K 0.01% 276

Other funds holding IVE

JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Principle Wealth Partners's IVE Position: Q3 2020 in Review

Principle Wealth Partners sold out of iShares S&P 500 Value ETF (IVE) in Q3 2020, closing a stake of 462 shares — an estimated $50K sold.

Principle Wealth Partners first reported a position in IVE in Q2 2020 and held it in 1 quarter. The position peaked at $50K in Q2 2020. 767 funds tracked by Wall St. Rank hold IVE as of Q3 2020.

  • Principle Wealth Partners reported no remaining iShares S&P 500 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 462 iShares S&P 500 Value ETF shares in Q3 2020, an estimated $50K.
  • Principle Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's iShares S&P 500 Value ETF position peaked at $50K in Q2 2020.
  • 767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.