Landaas & Company’s iShares S&P 500 Value ETF IVE Stock Holding History

Landaas & Company’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 Q4	–	Sell	-84	Closed	-$9K	–	352
2017 Q3	$9K	Buy	+84	New	+$8.89K	0.01%	260

Other funds holding IVE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

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

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

Landaas & Company's IVE Position: Q4 2017 in Review

Landaas & Company sold out of iShares S&P 500 Value ETF (IVE) in Q4 2017, closing a stake of 84 shares — an estimated $9K sold.

Landaas & Company first reported a position in IVE in Q3 2017 and held it in 1 quarter. The position peaked at $9K in Q3 2017. 621 funds tracked by Wall St. Rank hold IVE as of Q4 2017.

Landaas & Company reported no remaining iShares S&P 500 Value ETF position as of Q4 2017 after selling out during the quarter.
Landaas & Company sold 84 iShares S&P 500 Value ETF shares in Q4 2017, an estimated $9K.
Landaas & Company first reported a position in iShares S&P 500 Value ETF in Q3 2017 and held it in 1 quarter.
Landaas & Company's iShares S&P 500 Value ETF position peaked at $9K in Q3 2017.
621 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2017.

Based on Landaas & Company's 13F filing for Q4 2017, filed 6 Feb 2018.