Shone Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Shone Asset 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
2020 Q4	$1.33M	Buy	10,559 +54	+0.5%	+$6.53K	1.04%	23
2020 Q3	$1.22M	Sell	10,505 -27	-0.3%	-$3.06K	1.09%	20
2020 Q2	$1.19M	Sell	10,532 -858	-8%	-$91K	1.18%	20
2020 Q1	$1.22M	Buy	+11,390	New	+$1.36M	1.44%	21

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

Shone Asset Management's IVE Position: Q4 2020 in Review

Shone Asset Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.51% in Q4 2020, buying an estimated $6.53K and bringing the position to 10,559 shares worth $1.33M. The position accounts for 1.04% of the portfolio, ranked #23.

Shone Asset Management first reported a position in IVE in Q1 2020 and has held it in 4 quarters since. 892 funds tracked by Wall St. Rank hold IVE as of Q4 2020.

Shone Asset Management held 10,559 shares of iShares S&P 500 Value ETF worth $1.33M as of Q4 2020.
Shone Asset Management bought 54 iShares S&P 500 Value ETF shares in Q4 2020, an estimated $6.53K.
iShares S&P 500 Value ETF made up 1.04% of Shone Asset Management's portfolio in Q4 2020, its #23 holding.
Shone Asset Management first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 4 quarters since.
892 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.