Alaska Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Alaska Wealth Advisors’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
2019 Q4	–	Sell	-9,954	Closed	-$1.19M	–	73
2019 Q3	$1.19M	Hold	9,954	–	–	0.14%	22
2019 Q2	$1.12M	Hold	9,954	–	–	0.12%	29
2019 Q1	$1.12M	Hold	9,954	–	–	0.12%	29
2018 Q4	$1.01M	Buy	+9,954	New	+$1.09M	0.31%	24

Other funds holding IVE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Alaska Wealth Advisors's IVE Position: Q4 2019 in Review

Alaska Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2019, closing a stake of 9,954 shares — an estimated $1.19M sold.

Alaska Wealth Advisors first reported a position in IVE in Q4 2018 and held it in 4 quarters. The position peaked at $1.19M in Q3 2019. 825 funds tracked by Wall St. Rank hold IVE as of Q4 2019.

Alaska Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2019 after selling out during the quarter.
Alaska Wealth Advisors sold 9,954 iShares S&P 500 Value ETF shares in Q4 2019, an estimated $1.19M.
Alaska Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2018 and held it in 4 quarters.
Alaska Wealth Advisors's iShares S&P 500 Value ETF position peaked at $1.19M in Q3 2019.
825 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2019.

Based on Alaska Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.