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

Slow Capital’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 Q1	–	Sell	-4,660	Closed	-$606K	–	177
2019 Q4	$606K	Buy	+4,660	New	+$580K	0.19%	137
2019 Q3	–	Sell	-2,654	Closed	-$309K	–	169
2019 Q2	$309K	Buy	+2,654	New	+$304K	0.13%	154

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Slow Capital's IVE Position: Q1 2020 in Review

Slow Capital sold out of iShares S&P 500 Value ETF (IVE) in Q1 2020, closing a stake of 4,660 shares — an estimated $606K sold.

Slow Capital first reported a position in IVE in Q2 2019 and held it in 2 quarters. The position peaked at $606K in Q4 2019. 759 funds tracked by Wall St. Rank hold IVE as of Q1 2020.

Slow Capital reported no remaining iShares S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
Slow Capital sold 4,660 iShares S&P 500 Value ETF shares in Q1 2020, an estimated $606K.
Slow Capital first reported a position in iShares S&P 500 Value ETF in Q2 2019 and held it in 2 quarters.
Slow Capital's iShares S&P 500 Value ETF position peaked at $606K in Q4 2019.
759 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2020.

Based on Slow Capital's 13F filing for Q1 2020, filed 12 May 2020.