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

WealthStone’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
2021
Q1 		$239K Buy
1,694
+72
+4% +$9.69K 0.08% 209
2020
Q4 		$208K Buy
+1,622
New +$196K 0.07% 214

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthStone's IVE Position: Q1 2021 in Review

WealthStone increased its iShares S&P 500 Value ETF (IVE) stake by 4.4% in Q1 2021, buying an estimated $9.69K and bringing the position to 1,694 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #209.

WealthStone first reported a position in IVE in Q4 2020 and has held it in 2 quarters since. 914 funds tracked by Wall St. Rank hold IVE as of Q1 2021.

  • WealthStone held 1,694 shares of iShares S&P 500 Value ETF worth $239K as of Q1 2021.
  • WealthStone bought 72 iShares S&P 500 Value ETF shares in Q1 2021, an estimated $9.69K.
  • iShares S&P 500 Value ETF made up 0.08% of WealthStone's portfolio in Q1 2021, its #209 holding.
  • WealthStone first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 2 quarters since.
  • 914 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.