SVA Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

SVA Wealth 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	$206K	Buy	+1,605	New	+$194K	0.02%	221

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

SVA Wealth Management's IVE Position: Q4 2020 in Review

SVA Wealth Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2020: 1,605 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings.

892 funds tracked by Wall St. Rank hold IVE as of Q4 2020.

SVA Wealth Management held 1,605 shares of iShares S&P 500 Value ETF worth $206K as of Q4 2020.
iShares S&P 500 Value ETF was a new SVA Wealth Management position in Q4 2020.
iShares S&P 500 Value ETF made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #221 holding.
892 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.