OptiFour Integrated Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

OptiFour Integrated Wealth Management’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 Q4	$276K	Hold	2,122	–	–	0.19%	60
2019 Q3	$253K	Hold	2,122	–	–	0.18%	62
2019 Q2	$247K	Hold	2,122	–	–	0.17%	71
2019 Q1	$239K	Hold	2,122	–	–	0.2%	43
2018 Q4	$215K	Hold	2,122	–	–	0.2%	44
2018 Q3	$246K	Hold	2,122	–	–	0.2%	49
2018 Q2	$234K	Hold	2,122	–	–	0.2%	49
2018 Q1	$232K	Hold	2,122	–	–	0.19%	52
2017 Q4	$242K	Buy	+2,122	New	+$235K	0.2%	53

Other funds holding IVE

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

OptiFour Integrated Wealth Management's IVE Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q4 2019 at 2,122 shares worth $276K. The position accounts for 0.19% of the portfolio, ranked #60.

OptiFour Integrated Wealth Management first reported a position in IVE in Q4 2017 and has held it in 9 quarters since. 825 funds tracked by Wall St. Rank hold IVE as of Q4 2019.

OptiFour Integrated Wealth Management held 2,122 shares of iShares S&P 500 Value ETF worth $276K as of Q4 2019.
OptiFour Integrated Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q4 2019.
iShares S&P 500 Value ETF made up 0.19% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #60 holding.
OptiFour Integrated Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 9 quarters since.
825 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.