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Portfolio Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Portfolio Solutions’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
2018
Q2 		– Sell
-55
Closed -$6K – 106
2018
Q1 		$6K Hold
55
– – ﹤0.01% 155
2017
Q4 		$6K Sell
55
-436
-89% -$48.3K ﹤0.01% 147
2017
Q3 		$53K Hold
491
– – 0.01% 70
2017
Q2 		$52K Hold
491
– – 0.01% 68
2017
Q1 		$51K Buy
+491
New +$51K 0.01% 62

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Solutions's IVE Position: Q2 2018 in Review

Portfolio Solutions sold out of iShares S&P 500 Value ETF (IVE) in Q2 2018, closing a stake of 55 shares — an estimated $6K sold.

Portfolio Solutions first reported a position in IVE in Q1 2017 and held it in 5 quarters. The position peaked at $53K in Q3 2017. 636 funds tracked by Wall St. Rank hold IVE as of Q2 2018.

  • Portfolio Solutions reported no remaining iShares S&P 500 Value ETF position as of Q2 2018 after selling out during the quarter.
  • Portfolio Solutions sold 55 iShares S&P 500 Value ETF shares in Q2 2018, an estimated $6K.
  • Portfolio Solutions first reported a position in iShares S&P 500 Value ETF in Q1 2017 and held it in 5 quarters.
  • Portfolio Solutions's iShares S&P 500 Value ETF position peaked at $53K in Q3 2017.
  • 636 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.