Hefty Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Hefty Wealth Partners’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	$64K	Sell	585 -46	-7%	-$5.26K	0.04%	127
2017 Q4	$72K	Sell	631 -65	-9%	-$7.2K	0.04%	123
2017 Q3	$75K	Sell	696 -68	-9%	-$7.2K	0.05%	117
2017 Q2	$80K	Sell	764 -297	-28%	-$30.9K	0.05%	102
2017 Q1	$110K	Sell	1,061 -54	-5%	-$5.61K	0.08%	90
2016 Q4	$113K	Sell	1,115 -82	-7%	-$8K	0.09%	81
2016 Q3	$113K	Sell	1,197 -92	-7%	-$8.76K	0.09%	93
2016 Q2	$119K	Sell	1,289 -150	-10%	-$13.7K	0.1%	90
2016 Q1	$129K	Sell	1,439 -214	-13%	-$18.3K	0.12%	88
2015 Q4	$146K	Buy	+1,653	New	+$148K	0.14%	91

Other funds holding IVE

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Hefty Wealth Partners's IVE Position: Q1 2018 in Review

Hefty Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 7.3% in Q1 2018, selling an estimated $5.26K and leaving 585 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #127.

Hefty Wealth Partners first reported a position in IVE in Q4 2015 and has held it in 10 quarters since. The position peaked at $146K in Q4 2015. 627 funds tracked by Wall St. Rank hold IVE as of Q1 2018.

Hefty Wealth Partners held 585 shares of iShares S&P 500 Value ETF worth $64K as of Q1 2018.
Hefty Wealth Partners sold 46 iShares S&P 500 Value ETF shares in Q1 2018, an estimated $5.26K.
iShares S&P 500 Value ETF made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #127 holding.
Hefty Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's iShares S&P 500 Value ETF position peaked at $146K in Q4 2015.
627 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.