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Braun-Bostich & Associates’s iShares S&P 500 Value ETF IVE Stock Holding History

Braun-Bostich & Associates’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
Q3 		– Sell
-272
Closed -$32K – 194
2019
Q2 		$32K Sell
272
-238
-47% -$27.3K 0.03% 207
2019
Q1 		$57K Sell
510
-974
-66% -$107K 0.06% 193
2018
Q4 		$150K Buy
1,484
+43
+3% +$4.7K 0.16% 109
2018
Q3 		$167K Sell
1,441
-1,152
-44% -$132K 0.16% 105
2018
Q2 		$286K Sell
2,593
-498
-16% -$55.2K 0.29% 91
2018
Q1 		$338K Buy
3,091
+175
+6% +$20K 0.29% 94
2017
Q4 		$333K Buy
+2,916
New +$323K 0.28% 97

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return