Swaine & Leidel Wealth Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Swaine & Leidel Wealth Services’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	-6,422	Closed	-$695K	–	54
2020 Q2	$695K	Buy	6,422 +9	+0.1%	+$955	0.71%	36
2020 Q1	$617K	Buy	+6,413	New	+$763K	0.64%	42
2019 Q3	–	Sell	-3,258	Closed	-$380K	–	66
2019 Q2	$380K	Buy	+3,258	New	+$373K	0.41%	44

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Swaine & Leidel Wealth Services's IVE Position: Q3 2020 in Review

Swaine & Leidel Wealth Services sold out of iShares S&P 500 Value ETF (IVE) in Q3 2020, closing a stake of 6,422 shares — an estimated $695K sold.

Swaine & Leidel Wealth Services first reported a position in IVE in Q2 2019 and held it in 3 quarters. The position peaked at $695K in Q2 2020. 766 funds tracked by Wall St. Rank hold IVE as of Q3 2020.

Swaine & Leidel Wealth Services reported no remaining iShares S&P 500 Value ETF position as of Q3 2020 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 6,422 iShares S&P 500 Value ETF shares in Q3 2020, an estimated $695K.
Swaine & Leidel Wealth Services first reported a position in iShares S&P 500 Value ETF in Q2 2019 and held it in 3 quarters.
Swaine & Leidel Wealth Services's iShares S&P 500 Value ETF position peaked at $695K in Q2 2020.
766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q3 2020, filed 12 Nov 2020.