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

Guidant 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
2019 Q3	$1.67M	Sell	13,983 -331	-2%	-$38.8K	0.62%	37
2019 Q2	$1.67M	Sell	14,314 -240	-2%	-$27.5K	0.64%	34
2019 Q1	$1.64M	Sell	14,554 -893	-6%	-$98.1K	0.64%	35
2018 Q4	$1.56M	Sell	15,447 -32,608	-68%	-$3.57M	0.73%	35
2018 Q3	$7.58M	Sell	48,055 -1,310	-3%	-$150K	3.16%	14
2018 Q2	$7.22M	Sell	49,365 -1,440	-3%	-$160K	3.15%	15
2018 Q1	$6.95M	Sell	50,805 -261	-0.5%	-$29.8K	3.15%	15
2017 Q4	$7.37M	Buy	51,066 +34,232	+203%	+$3.79M	3.3%	14
2017 Q3	$1.83M	Sell	16,834 -326	-2%	-$34.5K	1.3%	19
2017 Q2	$1.8M	Sell	17,160 -4,576	-21%	-$477K	0.93%	33
2017 Q1	$2.25M	Sell	21,736 -7,492	-26%	-$778K	1.18%	30
2016 Q4	$2.99M	Sell	29,228 -19,047	-39%	-$1.86M	1.69%	24
2016 Q3	$4.54M	Buy	+48,275	New	+$4.59M	2.8%	12

Other funds holding IVE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAIM

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

Guidant Wealth Advisors's IVE Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 2.3% in Q3 2019, selling an estimated $38.8K and leaving 13,983 shares worth $1.67M. The position accounts for 0.62% of the portfolio, ranked #37.

Guidant Wealth Advisors first reported a position in IVE in Q3 2016 and has held it in 13 quarters since. The position peaked at $7.58M in Q3 2018. 713 funds tracked by Wall St. Rank hold IVE as of Q3 2019.

Guidant Wealth Advisors held 13,983 shares of iShares S&P 500 Value ETF worth $1.67M as of Q3 2019.
Guidant Wealth Advisors sold 331 iShares S&P 500 Value ETF shares in Q3 2019, an estimated $38.8K.
iShares S&P 500 Value ETF made up 0.62% of Guidant Wealth Advisors's portfolio in Q3 2019, its #37 holding.
Guidant Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's iShares S&P 500 Value ETF position peaked at $7.58M in Q3 2018.
713 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.