American Financial Network Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

American Financial Network Advisory Services’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	–	Sell	-3,121	Closed	-$361K	–	111
2019 Q2	$361K	Sell	3,121 -232	-7%	-$26.6K	0.28%	97
2019 Q1	$374K	Sell	3,353 -325	-9%	-$35.7K	0.28%	97
2018 Q4	$372K	Sell	3,678 -382	-9%	-$41.8K	0.26%	109
2018 Q3	$473K	Buy	4,060 +4,040	+20,200%	+$464K	0.25%	109
2018 Q2	$547	Sell	20 -1	-5%	-$111	0.3%	100
2018 Q1	$598	Sell	21 -6,135	-100%	-$701K	0.31%	89
2017 Q4	$703K	Sell	6,156 -3,290	-35%	-$365K	0.3%	111
2017 Q3	$1.02M	Buy	+9,446	New	+$1,000K	0.44%	71

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 Financial Network Advisory Services's IVE Position: Q3 2019 in Review

American Financial Network Advisory Services sold out of iShares S&P 500 Value ETF (IVE) in Q3 2019, closing a stake of 3,121 shares — an estimated $361K sold.

American Financial Network Advisory Services first reported a position in IVE in Q3 2017 and held it in 8 quarters. The position peaked at $1.02M in Q3 2017. 713 funds tracked by Wall St. Rank hold IVE as of Q3 2019.

American Financial Network Advisory Services reported no remaining iShares S&P 500 Value ETF position as of Q3 2019 after selling out during the quarter.
American Financial Network Advisory Services sold 3,121 iShares S&P 500 Value ETF shares in Q3 2019, an estimated $361K.
American Financial Network Advisory Services first reported a position in iShares S&P 500 Value ETF in Q3 2017 and held it in 8 quarters.
American Financial Network Advisory Services's iShares S&P 500 Value ETF position peaked at $1.02M in Q3 2017.
713 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.