Smart Money Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Smart Money Group’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 Q3	–	Sell	-6,362	Closed	-$688K	–	94
2020 Q2	$688K	Sell	6,362 -334	-5%	-$35.4K	0.41%	50
2020 Q1	$644K	Buy	6,696 +862	+15%	+$103K	0.45%	52
2019 Q4	$759K	Buy	+5,834	New	+$726K	0.44%	52

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Smart Money Group's IVE Position: Q3 2020 in Review

Smart Money Group sold out of iShares S&P 500 Value ETF (IVE) in Q3 2020, closing a stake of 6,362 shares — an estimated $688K sold.

Smart Money Group first reported a position in IVE in Q4 2019 and held it in 3 quarters. The position peaked at $759K in Q4 2019. 767 funds tracked by Wall St. Rank hold IVE as of Q3 2020.

Smart Money Group reported no remaining iShares S&P 500 Value ETF position as of Q3 2020 after selling out during the quarter.
Smart Money Group sold 6,362 iShares S&P 500 Value ETF shares in Q3 2020, an estimated $688K.
Smart Money Group first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 3 quarters.
Smart Money Group's iShares S&P 500 Value ETF position peaked at $759K in Q4 2019.
767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2020.

Based on Smart Money Group's 13F filing for Q3 2020, filed 29 Oct 2020.