TFO Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

TFO Wealth Partners’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	–	Sell	-89	Closed	-$10K	–	122
2020 Q3	$10K	Buy	+89	New	+$10.1K	﹤0.01%	77

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 22.96% 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

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

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

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

TFO Wealth Partners's IVE Position: Q4 2020 in Review

TFO Wealth Partners sold out of iShares S&P 500 Value ETF (IVE) in Q4 2020, closing a stake of 89 shares — an estimated $10K sold.

TFO Wealth Partners first reported a position in IVE in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 893 funds tracked by Wall St. Rank hold IVE as of Q4 2020.

TFO Wealth Partners reported no remaining iShares S&P 500 Value ETF position as of Q4 2020 after selling out during the quarter.
TFO Wealth Partners sold 89 iShares S&P 500 Value ETF shares in Q4 2020, an estimated $10K.
TFO Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q3 2020 and held it in 1 quarter.
TFO Wealth Partners's iShares S&P 500 Value ETF position peaked at $10K in Q3 2020.
893 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2020.

Based on TFO Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.