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

PRW Wealth Management’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
2019
Q1 		– Sell
-182
Closed -$18K – 737
2018
Q4 		$18K Buy
+182
New +$19.9K 0.02% 240

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

PRW Wealth Management's IVE Position: Q1 2019 in Review

PRW Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2019, closing a stake of 182 shares — an estimated $18K sold.

PRW Wealth Management first reported a position in IVE in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 725 funds tracked by Wall St. Rank hold IVE as of Q1 2019.

  • PRW Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2019 after selling out during the quarter.
  • PRW Wealth Management sold 182 iShares S&P 500 Value ETF shares in Q1 2019, an estimated $18K.
  • PRW Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2018 and held it in 1 quarter.
  • PRW Wealth Management's iShares S&P 500 Value ETF position peaked at $18K in Q4 2018.
  • 725 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2019.

Based on PRW Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.