Squar Milner Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-3,224	Closed	-$349K	–	92
2020 Q2	$349K	Sell	3,224 -7	-0.2%	-$743	0.2%	128
2020 Q1	$310K	Hold	3,231	–	–	0.19%	115
2019 Q4	$420K	Buy	3,231 +7	+0.2%	+$871	0.21%	106
2019 Q3	$363K	Buy	3,224 +213	+7%	+$25K	0.19%	135
2019 Q2	$351K	Hold	3,011	–	–	0.24%	97
2019 Q1	$339K	Buy	3,011 +2,493	+481%	+$274K	0.25%	92
2018 Q4	$52K	Hold	518	–	–	0.05%	285
2018 Q3	$60K	Buy	518 +212	+69%	+$24.3K	0.05%	283
2018 Q2	$34K	Buy	+306	New	+$33.9K	0.03%	401

Other funds holding IVE

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Squar Milner Financial Services's IVE Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares S&P 500 Value ETF (IVE) in Q3 2020, closing a stake of 3,224 shares — an estimated $349K sold.

Squar Milner Financial Services first reported a position in IVE in Q2 2018 and held it in 9 quarters. The position peaked at $420K in Q4 2019. 767 funds tracked by Wall St. Rank hold IVE as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares S&P 500 Value ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,224 iShares S&P 500 Value ETF shares in Q3 2020, an estimated $349K.
Squar Milner Financial Services first reported a position in iShares S&P 500 Value ETF in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's iShares S&P 500 Value ETF position peaked at $420K in Q4 2019.
767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.