Edge Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Edge Wealth 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
2022 Q1	–	Sell	-100	Closed	-$16K	–	268
2021 Q4	$16K	Hold	100	–	–	﹤0.01%	273
2021 Q3	$15K	Hold	100	–	–	﹤0.01%	291
2021 Q2	$15K	Hold	100	–	–	﹤0.01%	292
2021 Q1	$14K	Hold	100	–	–	﹤0.01%	290
2020 Q4	$13K	Hold	100	–	–	﹤0.01%	270
2020 Q3	$11K	Hold	100	–	–	﹤0.01%	316
2020 Q2	$11K	Hold	100	–	–	﹤0.01%	453
2020 Q1	$10K	Hold	100	–	–	﹤0.01%	398
2019 Q4	$13K	Buy	+100	New	+$12.4K	﹤0.01%	393

Other funds holding IVE

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Edge Wealth Management's IVE Position: Q1 2022 in Review

Edge Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2022, closing a stake of 100 shares — an estimated $16K sold.

Edge Wealth Management first reported a position in IVE in Q4 2019 and held it in 9 quarters. The position peaked at $16K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IVE as of Q1 2022.

Edge Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 100 iShares S&P 500 Value ETF shares in Q1 2022, an estimated $16K.
Edge Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 9 quarters.
Edge Wealth Management's iShares S&P 500 Value ETF position peaked at $16K in Q4 2021.
1,074 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.