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Tirschwell & Loewy’s iShares S&P 500 Value ETF IVE Stock Holding History

Tirschwell & Loewy’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
2017
Q1 		– Sell
-2,175
Closed -$221K – 79
2016
Q4 		$221K Buy
+2,175
New +$212K 0.04% 76

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Tirschwell & Loewy's IVE Position: Q1 2017 in Review

Tirschwell & Loewy sold out of iShares S&P 500 Value ETF (IVE) in Q1 2017, closing a stake of 2,175 shares — an estimated $221K sold.

Tirschwell & Loewy first reported a position in IVE in Q4 2016 and held it in 1 quarter. The position peaked at $221K in Q4 2016. 525 funds tracked by Wall St. Rank hold IVE as of Q1 2017.

  • Tirschwell & Loewy reported no remaining iShares S&P 500 Value ETF position as of Q1 2017 after selling out during the quarter.
  • Tirschwell & Loewy sold 2,175 iShares S&P 500 Value ETF shares in Q1 2017, an estimated $221K.
  • Tirschwell & Loewy first reported a position in iShares S&P 500 Value ETF in Q4 2016 and held it in 1 quarter.
  • Tirschwell & Loewy's iShares S&P 500 Value ETF position peaked at $221K in Q4 2016.
  • 525 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2017.

Based on Tirschwell & Loewy's 13F filing for Q1 2017, filed 4 May 2017.