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

Burt 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
2018 Q4	–	Sell	-861	Closed	-$100K	–	373
2018 Q3	$100K	Hold	861	–	–	0.05%	135
2018 Q2	$95K	Hold	861	–	–	0.05%	133
2018 Q1	$94K	Hold	861	–	–	0.05%	132
2017 Q4	$98K	Hold	861	–	–	0.06%	130
2017 Q3	$93K	Buy	+861	New	+$91.2K	0.06%	131

Other funds holding IVE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Burt Wealth Advisors's IVE Position: Q4 2018 in Review

Burt Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2018, closing a stake of 861 shares — an estimated $100K sold.

Burt Wealth Advisors first reported a position in IVE in Q3 2017 and held it in 5 quarters. The position peaked at $100K in Q3 2018. 727 funds tracked by Wall St. Rank hold IVE as of Q4 2018.

Burt Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2018 after selling out during the quarter.
Burt Wealth Advisors sold 861 iShares S&P 500 Value ETF shares in Q4 2018, an estimated $100K.
Burt Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2017 and held it in 5 quarters.
Burt Wealth Advisors's iShares S&P 500 Value ETF position peaked at $100K in Q3 2018.
727 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.