Bingham Osborn & Scarborough’s iShares S&P 500 Value ETF IVE Stock Holding History

Bingham Osborn & Scarborough’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
2021 Q4	–	Sell	-25,466	Closed	-$3.7M	–	73
2021 Q3	$3.7M	Buy	25,466 +102	+0.4%	+$15.2K	0.26%	25
2021 Q2	$3.75M	Buy	25,364 +1	+0%	+$147	0.26%	24
2021 Q1	$3.58M	Buy	25,363 +2,636	+12%	+$355K	0.27%	24
2020 Q4	$2.91M	Buy	22,727 +3,427	+18%	+$414K	0.23%	24
2020 Q3	$2.17M	Buy	19,300 +10,878	+129%	+$1.23M	0.16%	39
2020 Q2	$911K	Buy	8,422 +1,422	+20%	+$151K	0.07%	66
2020 Q1	$674K	Sell	7,000 -7,316	-51%	-$871K	0.07%	69
2019 Q4	$1.86M	Hold	14,316	–	–	0.15%	39
2019 Q3	$1.71M	Buy	14,316 +820	+6%	+$96.2K	0.15%	39
2019 Q2	$1.57M	Buy	13,496 +3,162	+31%	+$362K	0.14%	39
2019 Q1	$1.17M	Buy	10,334 +1,809	+21%	+$199K	0.11%	49
2018 Q4	$862K	Buy	+8,525	New	+$933K	0.09%	56

Other funds holding IVE

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bingham Osborn & Scarborough's IVE Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of iShares S&P 500 Value ETF (IVE) in Q4 2021, closing a stake of 25,466 shares — an estimated $3.7M sold.

Bingham Osborn & Scarborough first reported a position in IVE in Q4 2018 and held it in 12 quarters. The position peaked at $3.75M in Q2 2021. 1,036 funds tracked by Wall St. Rank hold IVE as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining iShares S&P 500 Value ETF position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 25,466 iShares S&P 500 Value ETF shares in Q4 2021, an estimated $3.7M.
Bingham Osborn & Scarborough first reported a position in iShares S&P 500 Value ETF in Q4 2018 and held it in 12 quarters.
Bingham Osborn & Scarborough's iShares S&P 500 Value ETF position peaked at $3.75M in Q2 2021.
1,036 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.