SRH Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

SRH Advisors’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 Q1	–	Sell	-8	Closed	-$1K	–	299
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	289
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	288
2020 Q2	$1K	Buy	+8	New	+$849	﹤0.01%	271
2018 Q4	–	Sell	-46	Closed	-$5K	–	274
2018 Q3	$5K	Hold	46	–	–	0.02%	211
2018 Q2	$5K	Hold	46	–	–	0.02%	191
2018 Q1	$5K	Hold	46	–	–	0.02%	170
2017 Q4	$5K	Hold	46	–	–	0.02%	160
2017 Q3	$5K	Buy	+46	New	+$4.87K	0.02%	161

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

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

SRH Advisors's IVE Position: Q1 2021 in Review

SRH Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

SRH Advisors first reported a position in IVE in Q3 2017 and held it in 8 quarters. The position peaked at $5K in Q3 2018. 913 funds tracked by Wall St. Rank hold IVE as of Q1 2021.

SRH Advisors reported no remaining iShares S&P 500 Value ETF position as of Q1 2021 after selling out during the quarter.
SRH Advisors sold 8 iShares S&P 500 Value ETF shares in Q1 2021, an estimated $1K.
SRH Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2017 and held it in 8 quarters.
SRH Advisors's iShares S&P 500 Value ETF position peaked at $5K in Q3 2018.
913 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2021.

Based on SRH Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.