American Economic Planning Group’s iShares S&P 500 Value ETF IVE Stock Holding History

American Economic Planning Group’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 Q3	$204K	Buy	+1,714	New	+$201K	0.06%	88

Other funds holding IVE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAIM

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

American Economic Planning Group's IVE Position: Q3 2019 in Review

American Economic Planning Group opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2019: 1,714 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #88 among its holdings.

714 funds tracked by Wall St. Rank hold IVE as of Q3 2019.

American Economic Planning Group held 1,714 shares of iShares S&P 500 Value ETF worth $204K as of Q3 2019.
iShares S&P 500 Value ETF was a new American Economic Planning Group position in Q3 2019.
iShares S&P 500 Value ETF made up 0.06% of American Economic Planning Group's portfolio in Q3 2019, its #88 holding.
714 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.