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Kabarec Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Kabarec Financial 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
2018
Q1 		– Sell
-193
Closed -$22K – 93
2017
Q4 		$22K Buy
+193
New +$21.4K 0.01% 64

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kabarec Financial Advisors's IVE Position: Q1 2018 in Review

Kabarec Financial Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2018, closing a stake of 193 shares — an estimated $22K sold.

Kabarec Financial Advisors first reported a position in IVE in Q4 2017 and held it in 1 quarter. The position peaked at $22K in Q4 2017. 627 funds tracked by Wall St. Rank hold IVE as of Q1 2018.

  • Kabarec Financial Advisors reported no remaining iShares S&P 500 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Kabarec Financial Advisors sold 193 iShares S&P 500 Value ETF shares in Q1 2018, an estimated $22K.
  • Kabarec Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2017 and held it in 1 quarter.
  • Kabarec Financial Advisors's iShares S&P 500 Value ETF position peaked at $22K in Q4 2017.
  • 627 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2018.

Based on Kabarec Financial Advisors's 13F filing for Q1 2018, filed 11 May 2018.