Madden Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Madden Advisory Services’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	-256	Closed	-$26K	–	160
2017 Q1	$26K	Buy	+256	New	+$26.6K	0.02%	150
2015 Q4	–	Sell	-256	Closed	-$21K	–	179
2015 Q3	$21K	Hold	256	–	–	0.01%	171
2015 Q2	$23K	Buy	+256	New	+$24.2K	0.01%	169
2015 Q1	–	Sell	-256	Closed	-$24K	–	176
2014 Q4	$24K	Hold	256	–	–	0.01%	179
2014 Q3	$23K	Hold	256	–	–	0.01%	217
2014 Q2	$23K	Buy	+256	New	+$22.6K	0.01%	220

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

Madden Advisory Services's IVE Position: Q2 2017 in Review

Madden Advisory Services sold out of iShares S&P 500 Value ETF (IVE) in Q2 2017, closing a stake of 256 shares — an estimated $26K sold.

Madden Advisory Services first reported a position in IVE in Q2 2014 and held it in 6 quarters. The position peaked at $26K in Q1 2017. 528 funds tracked by Wall St. Rank hold IVE as of Q2 2017.

Madden Advisory Services reported no remaining iShares S&P 500 Value ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 256 iShares S&P 500 Value ETF shares in Q2 2017, an estimated $26K.
Madden Advisory Services first reported a position in iShares S&P 500 Value ETF in Q2 2014 and held it in 6 quarters.
Madden Advisory Services's iShares S&P 500 Value ETF position peaked at $26K in Q1 2017.
528 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.