Rockland Trust’s iShares S&P 500 Value ETF IVE Stock Holding History

Rockland Trust’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
2023 Q2	–	Sell	-1,892	Closed	-$287K	–	296
2023 Q1	$287K	Buy	+1,892	New	+$286K	0.02%	248

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Rockland Trust's IVE Position: Q2 2023 in Review

Rockland Trust sold out of iShares S&P 500 Value ETF (IVE) in Q2 2023, closing a stake of 1,892 shares — an estimated $287K sold.

Rockland Trust first reported a position in IVE in Q1 2023 and held it in 1 quarter. The position peaked at $287K in Q1 2023. 1,144 funds tracked by Wall St. Rank hold IVE as of Q2 2023.

Rockland Trust reported no remaining iShares S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Rockland Trust sold 1,892 iShares S&P 500 Value ETF shares in Q2 2023, an estimated $287K.
Rockland Trust first reported a position in iShares S&P 500 Value ETF in Q1 2023 and held it in 1 quarter.
Rockland Trust's iShares S&P 500 Value ETF position peaked at $287K in Q1 2023.
1,144 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2023.

Based on Rockland Trust's 13F filing for Q2 2023, filed 27 Jul 2023.