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Ford Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-695
Closed -$80K – 208
2017
Q4 		$80K Buy
+695
New +$77K 0.06% 74

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Bank of America
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Envestnet Asset Management
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UBS Group
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LPL Financial
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Stifel Financial
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VA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ford Financial Group's IVE Position: Q1 2018 in Review

Ford Financial Group sold out of iShares S&P 500 Value ETF (IVE) in Q1 2018, closing a stake of 695 shares — an estimated $80K sold.

Ford Financial Group first reported a position in IVE in Q4 2017 and held it in 1 quarter. The position peaked at $80K in Q4 2017. 627 funds tracked by Wall St. Rank hold IVE as of Q1 2018.

  • Ford Financial Group reported no remaining iShares S&P 500 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Ford Financial Group sold 695 iShares S&P 500 Value ETF shares in Q1 2018, an estimated $80K.
  • Ford Financial Group first reported a position in iShares S&P 500 Value ETF in Q4 2017 and held it in 1 quarter.
  • Ford Financial Group's iShares S&P 500 Value ETF position peaked at $80K in Q4 2017.
  • 627 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2018.

Based on Ford Financial Group's 13F filing for Q1 2018, filed 11 May 2018.