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Garrett Wealth Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-67
Closed -$7.98K – 344
2019
Q3 		$7.98K Buy
+67
New +$7.86K 0.01% 306

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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

Garrett Wealth Advisory Group's IVE Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares S&P 500 Value ETF (IVE) in Q4 2019, closing a stake of 67 shares — an estimated $7.98K sold.

Garrett Wealth Advisory Group first reported a position in IVE in Q3 2019 and held it in 1 quarter. The position peaked at $7.98K in Q3 2019. 826 funds tracked by Wall St. Rank hold IVE as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares S&P 500 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 67 iShares S&P 500 Value ETF shares in Q4 2019, an estimated $7.98K.
  • Garrett Wealth Advisory Group first reported a position in iShares S&P 500 Value ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares S&P 500 Value ETF position peaked at $7.98K in Q3 2019.
  • 826 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.