Wealth Architects’s iShares S&P 500 Value ETF IVE Stock Holding History

Wealth Architects’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 Q2	–	Sell	-1,820	Closed	-$205K	–	135
2019 Q1	$205K	Buy	+1,820	New	+$200K	0.06%	128
2018 Q4	–	Sell	-1,820	Closed	-$211K	–	134
2018 Q3	$211K	Hold	1,820	–	–	0.07%	129
2018 Q2	$200K	Buy	+1,820	New	+$202K	0.06%	125

Other funds holding IVE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Wealth Architects's IVE Position: Q2 2019 in Review

Wealth Architects sold out of iShares S&P 500 Value ETF (IVE) in Q2 2019, closing a stake of 1,820 shares — an estimated $205K sold.

Wealth Architects first reported a position in IVE in Q2 2018 and held it in 3 quarters. The position peaked at $211K in Q3 2018. 726 funds tracked by Wall St. Rank hold IVE as of Q2 2019.

Wealth Architects reported no remaining iShares S&P 500 Value ETF position as of Q2 2019 after selling out during the quarter.
Wealth Architects sold 1,820 iShares S&P 500 Value ETF shares in Q2 2019, an estimated $205K.
Wealth Architects first reported a position in iShares S&P 500 Value ETF in Q2 2018 and held it in 3 quarters.
Wealth Architects's iShares S&P 500 Value ETF position peaked at $211K in Q3 2018.
726 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2019.

Based on Wealth Architects's 13F filing for Q2 2019, filed 12 Jul 2019.