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

Legacy 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
2019
Q2 		– Sell
-390
Closed -$44K – 505
2019
Q1 		$44K Sell
390
-1,708
-81% -$188K 0.01% 297
2018
Q4 		$212K Buy
2,098
+1,708
+438% +$187K 0.08% 97
2018
Q3 		$45K Hold
390
– – 0.02% 263
2018
Q2 		$44K Hold
390
– – 0.02% 263
2018
Q1 		$42K Buy
390
+90
+30% +$10.3K 0.02% 264
2017
Q4 		$34K Buy
+300
New +$33.2K 0.01% 294

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Legacy Financial Advisors's IVE Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q2 2019, closing a stake of 390 shares — an estimated $44K sold.

Legacy Financial Advisors first reported a position in IVE in Q4 2017 and held it in 6 quarters. The position peaked at $212K in Q4 2018. 726 funds tracked by Wall St. Rank hold IVE as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares S&P 500 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 390 iShares S&P 500 Value ETF shares in Q2 2019, an estimated $44K.
  • Legacy Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's iShares S&P 500 Value ETF position peaked at $212K in Q4 2018.
  • 726 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.