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Simply Money Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Simply Money 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
2014
Q4 		– Sell
-424,578
Closed -$38.2M – 26
2014
Q3 		$38.2M Buy
424,578
+2,730
+0.6% +$248K 5.82% 5
2014
Q2 		$38.1M Buy
421,848
+421,846
+21,092,300% +$37.3M 5.79% 7
2014
Q1 		$0 Buy
+2
New +$169 ﹤0.01% 62

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Simply Money Advisors's IVE Position: Q4 2014 in Review

Simply Money Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2014, closing a stake of 424,578 shares — an estimated $38.2M sold.

Simply Money Advisors first reported a position in IVE in Q1 2014 and held it in 3 quarters. The position peaked at $38.2M in Q3 2014. 359 funds tracked by Wall St. Rank hold IVE as of Q4 2014.

  • Simply Money Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2014 after selling out during the quarter.
  • Simply Money Advisors sold 424,578 iShares S&P 500 Value ETF shares in Q4 2014, an estimated $38.2M.
  • Simply Money Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2014 and held it in 3 quarters.
  • Simply Money Advisors's iShares S&P 500 Value ETF position peaked at $38.2M in Q3 2014.
  • 359 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2014.

Based on Simply Money Advisors's 13F filing for Q4 2014, filed 12 Jan 2015.