Questar Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Questar Asset 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 Q1	–	Sell	-34,691	Closed	-$3.51M	–	46
2018 Q4	$3.51M	Buy	+34,691	New	+$3.8M	4.13%	4

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

Questar Asset Management's IVE Position: Q1 2019 in Review

Questar Asset Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2019, closing a stake of 34,691 shares — an estimated $3.51M sold.

Questar Asset Management first reported a position in IVE in Q4 2018 and held it in 1 quarter. The position peaked at $3.51M in Q4 2018. 725 funds tracked by Wall St. Rank hold IVE as of Q1 2019.

Questar Asset Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2019 after selling out during the quarter.
Questar Asset Management sold 34,691 iShares S&P 500 Value ETF shares in Q1 2019, an estimated $3.51M.
Questar Asset Management first reported a position in iShares S&P 500 Value ETF in Q4 2018 and held it in 1 quarter.
Questar Asset Management's iShares S&P 500 Value ETF position peaked at $3.51M in Q4 2018.
725 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2019.

Based on Questar Asset Management's 13F filing for Q1 2019.