BBA
IVE icon

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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Braun-Bostich & Associates's IVE Position: Q3 2019 in Review

Braun-Bostich & Associates sold out of iShares S&P 500 Value ETF (IVE) in Q3 2019, closing a stake of 272 shares — an estimated $32K sold.

Braun-Bostich & Associates first reported a position in IVE in Q4 2017 and held it in 7 quarters. The position peaked at $338K in Q1 2018. 714 funds tracked by Wall St. Rank hold IVE as of Q3 2019.

  • Braun-Bostich & Associates reported no remaining iShares S&P 500 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Braun-Bostich & Associates sold 272 iShares S&P 500 Value ETF shares in Q3 2019, an estimated $32K.
  • Braun-Bostich & Associates first reported a position in iShares S&P 500 Value ETF in Q4 2017 and held it in 7 quarters.
  • Braun-Bostich & Associates's iShares S&P 500 Value ETF position peaked at $338K in Q1 2018.
  • 714 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2019.

Based on Braun-Bostich & Associates's 13F filing for Q3 2019, filed 14 Nov 2019.