Private Wealth Advisors (Pennsylvania)’s iShares S&P 500 Value ETF IVE Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 Q4	$1.26M	Buy	+9,834	New	+$1.19M	0.72%	32
2020 Q1	–	Sell	-11,813	Closed	-$1.52M	–	115
2019 Q4	$1.52M	Sell	11,813 -234	-2%	-$29.1K	0.81%	39
2019 Q3	$1.44M	Buy	12,047 +325	+3%	+$38.1K	0.73%	40
2019 Q2	$1.37M	Buy	11,722 +931	+9%	+$107K	0.48%	56
2019 Q1	$1.22M	Buy	10,791 +1,460	+16%	+$160K	0.45%	60
2018 Q4	$944K	Buy	9,331 +2,200	+31%	+$241K	0.41%	62
2018 Q3	$826K	Buy	7,131 +381	+6%	+$43.7K	0.31%	80
2018 Q2	$743K	Buy	6,750 +570	+9%	+$63.2K	0.3%	82
2018 Q1	$676K	Buy	6,180 +1,201	+24%	+$137K	0.27%	87
2017 Q4	$569K	Buy	4,979 +191	+4%	+$21.2K	0.22%	93
2017 Q3	$517K	Buy	4,788 +911	+23%	+$96.4K	0.21%	93
2017 Q2	$407K	Buy	3,877 +706	+22%	+$73.5K	0.17%	96
2017 Q1	$330K	Buy	3,171 +856	+37%	+$88.9K	0.15%	104
2016 Q4	$235K	Buy	+2,315	New	+$226K	0.11%	112

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

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

Private Wealth Advisors (Pennsylvania)'s IVE Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2020: 9,834 shares worth $1.26M. The stake represents 0.72% of the portfolio and ranks #32 among its holdings. This is a return to the name: Private Wealth Advisors (Pennsylvania) previously reported a position in IVE as recently as Q4 2019.

Private Wealth Advisors (Pennsylvania) first reported a position in IVE in Q4 2016 and has held it in 14 quarters since. The position peaked at $1.52M in Q4 2019. 892 funds tracked by Wall St. Rank hold IVE as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 9,834 shares of iShares S&P 500 Value ETF worth $1.26M as of Q4 2020.
iShares S&P 500 Value ETF was a new Private Wealth Advisors (Pennsylvania) position in Q4 2020.
iShares S&P 500 Value ETF made up 0.72% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #32 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in iShares S&P 500 Value ETF in Q4 2016 and has held it in 14 quarters since.
Private Wealth Advisors (Pennsylvania)'s iShares S&P 500 Value ETF position peaked at $1.52M in Q4 2019.
892 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.