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

Arden Trust’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
2020 Q2	–	Sell	-265	Closed	-$26K	–	541
2020 Q1	$26K	Buy	+265	New	+$31.5K	0.01%	526
2018 Q3	–	Sell	-2,665	Closed	-$293K	–	371
2018 Q2	$293K	Sell	2,665 -245	-8%	-$27.1K	0.05%	293
2018 Q1	$318K	Hold	2,910	–	–	0.05%	291
2017 Q4	$332K	Hold	2,910	–	–	0.05%	276
2017 Q3	$314K	Hold	2,910	–	–	0.05%	285
2017 Q2	$305K	Hold	2,910	–	–	0.05%	295
2017 Q1	$303K	Hold	2,910	–	–	0.05%	278
2016 Q4	$295K	Hold	2,910	–	–	0.04%	275
2016 Q3	$276K	Buy	+2,910	New	+$277K	0.04%	273

Other funds holding IVE

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management

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

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stifel Financial

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return