Martel Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Martel Wealth 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 Q1	–	Sell	-24,224	Closed	-$2.45M	–	39
2018 Q4	$2.45M	Buy	24,224 +539	+2%	+$59K	1.01%	16
2018 Q3	$2.74M	Buy	+23,685	New	+$2.72M	1.05%	15

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Martel Wealth Advisors's IVE Position: Q1 2019 in Review

Martel Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2019, closing a stake of 24,224 shares — an estimated $2.45M sold.

Martel Wealth Advisors first reported a position in IVE in Q3 2018 and held it in 2 quarters. The position peaked at $2.74M in Q3 2018. 725 funds tracked by Wall St. Rank hold IVE as of Q1 2019.

Martel Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q1 2019 after selling out during the quarter.
Martel Wealth Advisors sold 24,224 iShares S&P 500 Value ETF shares in Q1 2019, an estimated $2.45M.
Martel Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2018 and held it in 2 quarters.
Martel Wealth Advisors's iShares S&P 500 Value ETF position peaked at $2.74M in Q3 2018.
725 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2019.

Based on Martel Wealth Advisors's 13F filing for Q1 2019, filed 18 Oct 2024.