Beacon Pointe Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Beacon Pointe Wealth 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 Q4	$1.59M	Buy	12,239 +986	+9%	+$123K	0.29%	71
2019 Q3	$1.34M	Buy	11,253 +468	+4%	+$54.9K	0.28%	77
2019 Q2	$1.26M	Buy	10,785 +4,019	+59%	+$460K	0.27%	81
2019 Q1	$763K	Buy	6,766 +986	+17%	+$108K	0.17%	112
2018 Q4	$585K	Buy	+5,780	New	+$632K	0.21%	117

Other funds holding IVE

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

TAIM

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

Beacon Pointe Wealth Advisors's IVE Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 8.8% in Q4 2019, buying an estimated $123K and bringing the position to 12,239 shares worth $1.59M. The position accounts for 0.29% of the portfolio, ranked #71.

Beacon Pointe Wealth Advisors first reported a position in IVE in Q4 2018 and has held it in 5 quarters since. 824 funds tracked by Wall St. Rank hold IVE as of Q4 2019.

Beacon Pointe Wealth Advisors held 12,239 shares of iShares S&P 500 Value ETF worth $1.59M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 986 iShares S&P 500 Value ETF shares in Q4 2019, an estimated $123K.
iShares S&P 500 Value ETF made up 0.29% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #71 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 5 quarters since.
824 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.