Live Your Vision’s iShares S&P 500 Value ETF IVE Stock Holding History

Live Your Vision’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 Q1	$756K	Hold	6,457	–	–	0.23%	42
2018 Q4	$677K	Hold	6,457	–	–	0.23%	41
2018 Q3	$748K	Hold	6,457	–	–	0.24%	38
2018 Q2	$722K	Hold	6,457	–	–	0.24%	38
2018 Q1	$719K	Buy	6,457 +292	+5%	+$33.4K	0.24%	38
2017 Q4	$732K	Hold	6,165	–	–	0.25%	42
2017 Q3	$665K	Hold	6,165	–	–	0.24%	42
2017 Q2	$658K	Hold	6,165	–	–	0.25%	40
2017 Q1	$641K	Hold	6,165	–	–	0.25%	41
2016 Q4	$625K	Hold	6,165	–	–	0.27%	44
2016 Q3	$585K	Hold	6,165	–	–	0.25%	41
2016 Q2	$573K	Hold	6,165	–	–	0.26%	43
2016 Q1	$554K	Hold	6,165	–	–	0.26%	46
2015 Q4	$546K	Hold	6,165	–	–	0.26%	50
2015 Q3	$518K	Hold	6,165	–	–	0.24%	45
2015 Q2	$572K	Hold	6,165	–	–	0.27%	42
2015 Q1	$571K	Hold	6,165	–	–	0.27%	40
2014 Q4	$563K	Hold	6,165	–	–	0.28%	38
2014 Q3	$533K	Buy	+6,165	New	+$560K	0.28%	34

Other funds holding IVE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Live Your Vision's IVE Position: Q1 2019 in Review

Live Your Vision held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2019 at 6,457 shares worth $756K. The position accounts for 0.23% of the portfolio, ranked #42.

Live Your Vision first reported a position in IVE in Q3 2014 and has held it in 19 quarters since. 724 funds tracked by Wall St. Rank hold IVE as of Q1 2019.

Live Your Vision held 6,457 shares of iShares S&P 500 Value ETF worth $756K as of Q1 2019.
Live Your Vision left its iShares S&P 500 Value ETF share count unchanged in Q1 2019.
iShares S&P 500 Value ETF made up 0.23% of Live Your Vision's portfolio in Q1 2019, its #42 holding.
Live Your Vision first reported a position in iShares S&P 500 Value ETF in Q3 2014 and has held it in 19 quarters since.
724 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.