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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Arden Trust's IVE Position: Q2 2020 in Review

Arden Trust sold out of iShares S&P 500 Value ETF (IVE) in Q2 2020, closing a stake of 265 shares — an estimated $26K sold.

Arden Trust first reported a position in IVE in Q3 2016 and held it in 9 quarters. The position peaked at $332K in Q4 2017. 763 funds tracked by Wall St. Rank hold IVE as of Q2 2020.

Arden Trust reported no remaining iShares S&P 500 Value ETF position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 265 iShares S&P 500 Value ETF shares in Q2 2020, an estimated $26K.
Arden Trust first reported a position in iShares S&P 500 Value ETF in Q3 2016 and held it in 9 quarters.
Arden Trust's iShares S&P 500 Value ETF position peaked at $332K in Q4 2017.
763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.