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Bruderman Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bruderman Asset Management’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
-148
Closed -$15K – 668
2018
Q4 		$15K Buy
+148
New +$16.2K ﹤0.01% 382

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JP Morgan Chase
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bruderman Asset Management's IVE Position: Q1 2019 in Review

Bruderman Asset Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2019, closing a stake of 148 shares — an estimated $15K sold.

Bruderman Asset Management first reported a position in IVE in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 725 funds tracked by Wall St. Rank hold IVE as of Q1 2019.

  • Bruderman Asset Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 148 iShares S&P 500 Value ETF shares in Q1 2019, an estimated $15K.
  • Bruderman Asset Management first reported a position in iShares S&P 500 Value ETF in Q4 2018 and held it in 1 quarter.
  • Bruderman Asset Management's iShares S&P 500 Value ETF position peaked at $15K in Q4 2018.
  • 725 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.