Independent Portfolio Consultants’s iShares S&P 500 Value ETF IVE Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	–	Sell	-3,070	Closed	-$319K	–	817
2017 Q1	$319K	Sell	3,070 -470	-13%	-$48.8K	0.11%	269
2016 Q4	$359K	Buy	+3,540	New	+$345K	0.12%	246
2014 Q4	–	Sell	-625	Closed	-$56K	–	831
2014 Q3	$56K	Hold	625	–	–	0.02%	622
2014 Q2	$56K	Buy	+625	New	+$55.2K	0.02%	619

Other funds holding IVE

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

SIM

Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return

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

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

Independent Portfolio Consultants's IVE Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of iShares S&P 500 Value ETF (IVE) in Q2 2017, closing a stake of 3,070 shares — an estimated $319K sold.

Independent Portfolio Consultants first reported a position in IVE in Q2 2014 and held it in 4 quarters. The position peaked at $359K in Q4 2016. 528 funds tracked by Wall St. Rank hold IVE as of Q2 2017.

Independent Portfolio Consultants reported no remaining iShares S&P 500 Value ETF position as of Q2 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 3,070 iShares S&P 500 Value ETF shares in Q2 2017, an estimated $319K.
Independent Portfolio Consultants first reported a position in iShares S&P 500 Value ETF in Q2 2014 and held it in 4 quarters.
Independent Portfolio Consultants's iShares S&P 500 Value ETF position peaked at $359K in Q4 2016.
528 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.