Ifrah Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Ifrah Financial Services’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
2020 Q1	–	Sell	-1,662	Closed	-$216K	–	189
2019 Q4	$216K	Sell	1,662 -18	-1%	-$2.24K	0.08%	183
2019 Q3	$200K	Sell	1,680 -38	-2%	-$4.46K	0.07%	180
2019 Q2	$200K	Buy	+1,718	New	+$197K	0.07%	182
2018 Q4	–	Sell	-1,874	Closed	-$217K	–	196
2018 Q3	$217K	Sell	1,874 -36	-2%	-$4.13K	0.08%	182
2018 Q2	$210K	Buy	+1,910	New	+$212K	0.08%	176
2018 Q1	–	Sell	-30,114	Closed	-$3.44M	–	197
2017 Q4	$3.44M	Buy	30,114 +295	+1%	+$32.7K	1.25%	23
2017 Q3	$3.22M	Buy	29,819 +74	+0.2%	+$7.83K	1.22%	25
2017 Q2	$3.12M	Buy	29,745 +130	+0.4%	+$13.5K	1.23%	25
2017 Q1	$3.08M	Sell	29,615 -1,011	-3%	-$105K	1.24%	23
2016 Q4	$3.1M	Sell	30,626 -93	-0.3%	-$9.07K	1.27%	21
2016 Q3	$2.92M	Sell	30,719 -3,096	-9%	-$295K	1.16%	26
2016 Q2	$3.14M	Buy	+33,815	New	+$3.1M	1.25%	24
2013 Q3	–	Sell	-151,912	Closed	-$11.5M	–	113
2013 Q2	$11.5M	Buy	+151,912	New	+$11.5M	5.8%	2

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ifrah Financial Services's IVE Position: Q1 2020 in Review

Ifrah Financial Services sold out of iShares S&P 500 Value ETF (IVE) in Q1 2020, closing a stake of 1,662 shares — an estimated $216K sold.

Ifrah Financial Services first reported a position in IVE in Q2 2013 and held it in 13 quarters. The position peaked at $11.5M in Q2 2013. 759 funds tracked by Wall St. Rank hold IVE as of Q1 2020.

Ifrah Financial Services reported no remaining iShares S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
Ifrah Financial Services sold 1,662 iShares S&P 500 Value ETF shares in Q1 2020, an estimated $216K.
Ifrah Financial Services first reported a position in iShares S&P 500 Value ETF in Q2 2013 and held it in 13 quarters.
Ifrah Financial Services's iShares S&P 500 Value ETF position peaked at $11.5M in Q2 2013.
759 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2020.

Based on Ifrah Financial Services's 13F filing for Q1 2020, filed 7 May 2020.