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

Urban 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	$2.69M	Buy	+21,027	New	+$2.54M	2.24%	11

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

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

Urban Wealth Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2020: 21,027 shares worth $2.69M. The stake represents 2.24% of the portfolio and ranks #11 among its holdings.

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

Urban Wealth Management held 21,027 shares of iShares S&P 500 Value ETF worth $2.69M as of Q4 2020.
iShares S&P 500 Value ETF was a new Urban Wealth Management position in Q4 2020.
iShares S&P 500 Value ETF made up 2.24% of Urban Wealth Management's portfolio in Q4 2020, its #11 holding.
893 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.