Rothschild Capital Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Rothschild Capital 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
2021 Q4	–	Sell	-51,005	Closed	-$7.42M	–	37
2021 Q3	$7.42M	Buy	51,005 +45	+0.1%	+$6.71K	2.37%	19
2021 Q2	$7.52M	Sell	50,960 -1,840	-3%	-$271K	2.41%	18
2021 Q1	$7.46M	Buy	+52,800	New	+$7.11M	2.52%	17
2015 Q1	–	Sell	-21,800	Closed	-$2.04M	–	45
2014 Q4	$2.04M	Buy	+21,800	New	+$2M	0.98%	25

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

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

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

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

Rothschild Capital Partners's IVE Position: Q4 2021 in Review

Rothschild Capital Partners sold out of iShares S&P 500 Value ETF (IVE) in Q4 2021, closing a stake of 51,005 shares — an estimated $7.42M sold.

Rothschild Capital Partners first reported a position in IVE in Q4 2014 and held it in 4 quarters. The position peaked at $7.52M in Q2 2021. 1,036 funds tracked by Wall St. Rank hold IVE as of Q4 2021.

Rothschild Capital Partners reported no remaining iShares S&P 500 Value ETF position as of Q4 2021 after selling out during the quarter.
Rothschild Capital Partners sold 51,005 iShares S&P 500 Value ETF shares in Q4 2021, an estimated $7.42M.
Rothschild Capital Partners first reported a position in iShares S&P 500 Value ETF in Q4 2014 and held it in 4 quarters.
Rothschild Capital Partners's iShares S&P 500 Value ETF position peaked at $7.52M in Q2 2021.
1,036 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2021.

Based on Rothschild Capital Partners's 13F filing for Q4 2021, filed 11 Feb 2022.