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

BlueSky 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
2020 Q1	–	Sell	-9,876	Closed	-$1.29M	–	57
2019 Q4	$1.29M	Sell	9,876 -120	-1%	-$14.9K	0.42%	32
2019 Q3	$1.16M	Sell	9,996 -411	-4%	-$48.2K	0.4%	32
2019 Q2	$1.21M	Sell	10,407 -54	-0.5%	-$6.19K	0.43%	31
2019 Q1	$1.2M	Buy	10,461 +198	+2%	+$21.7K	0.43%	32
2018 Q4	$1.1M	Buy	10,263 +1,115	+12%	+$122K	0.43%	34
2018 Q3	$1.06M	Buy	9,148 +152	+2%	+$17.4K	0.4%	31
2018 Q2	$991K	Buy	8,996 +102	+1%	+$11.3K	0.38%	33
2018 Q1	$972K	Buy	8,894 +514	+6%	+$58.7K	0.37%	32
2017 Q4	$957K	Buy	8,380 +13	+0.2%	+$1.44K	0.4%	31
2017 Q3	$903K	Sell	8,367 -164	-2%	-$17.4K	0.39%	31
2017 Q2	$895K	Sell	8,531 -43	-0.5%	-$4.48K	0.41%	31
2017 Q1	$892K	Sell	8,574 -1,011	-11%	-$105K	0.43%	31
2016 Q4	$972K	Buy	+9,585	New	+$935K	0.48%	31

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BlueSky Wealth Advisors's IVE Position: Q1 2020 in Review

BlueSky Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2020, closing a stake of 9,876 shares — an estimated $1.29M sold.

BlueSky Wealth Advisors first reported a position in IVE in Q4 2016 and held it in 13 quarters. The position peaked at $1.29M in Q4 2019. 760 funds tracked by Wall St. Rank hold IVE as of Q1 2020.

BlueSky Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
BlueSky Wealth Advisors sold 9,876 iShares S&P 500 Value ETF shares in Q1 2020, an estimated $1.29M.
BlueSky Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2016 and held it in 13 quarters.
BlueSky Wealth Advisors's iShares S&P 500 Value ETF position peaked at $1.29M in Q4 2019.
760 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2020.

Based on BlueSky Wealth Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.