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Brandywine Oak Private Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-43
Closed -$4K – 418
2018
Q4 		$4K Buy
+43
New +$4.7K ﹤0.01% 582

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Bank of America
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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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TAIM
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Brandywine Oak Private Wealth's IVE Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares S&P 500 Value ETF (IVE) in Q1 2019, closing a stake of 43 shares — an estimated $4K sold.

Brandywine Oak Private Wealth first reported a position in IVE in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 725 funds tracked by Wall St. Rank hold IVE as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares S&P 500 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 43 iShares S&P 500 Value ETF shares in Q1 2019, an estimated $4K.
  • Brandywine Oak Private Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares S&P 500 Value ETF position peaked at $4K in Q4 2018.
  • 725 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.