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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SIM
Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return