All Terrain Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

All Terrain Financial 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 Q1	–	Sell	-2,525	Closed	-$255K	–	256
2018 Q4	$255K	Sell	2,525 -86	-3%	-$9.41K	0.1%	118
2018 Q3	$302K	Sell	2,611 -2,100	-45%	-$241K	0.12%	121
2018 Q2	$519K	Hold	4,711	–	–	0.23%	81
2018 Q1	$515K	Buy	4,711 +2,671	+131%	+$305K	0.23%	78
2017 Q4	$233K	Buy	+2,040	New	+$226K	0.11%	148

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

All Terrain Financial Advisors's IVE Position: Q1 2019 in Review

All Terrain Financial Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2019, closing a stake of 2,525 shares — an estimated $255K sold.

All Terrain Financial Advisors first reported a position in IVE in Q4 2017 and held it in 5 quarters. The position peaked at $519K in Q2 2018. 725 funds tracked by Wall St. Rank hold IVE as of Q1 2019.

All Terrain Financial Advisors reported no remaining iShares S&P 500 Value ETF position as of Q1 2019 after selling out during the quarter.
All Terrain Financial Advisors sold 2,525 iShares S&P 500 Value ETF shares in Q1 2019, an estimated $255K.
All Terrain Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2017 and held it in 5 quarters.
All Terrain Financial Advisors's iShares S&P 500 Value ETF position peaked at $519K in Q2 2018.
725 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2019.

Based on All Terrain Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.