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WealthTrust-Arizona’s iShares S&P 500 Value ETF IVE Stock Holding History

WealthTrust-Arizona’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
Q4 		$125K Buy
1,238
+9
+0.7% +$985 0.07% 84
2018
Q3 		$142K Buy
+1,229
New +$141K 0.07% 82

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthTrust-Arizona's IVE Position: Q4 2018 in Review

WealthTrust-Arizona increased its iShares S&P 500 Value ETF (IVE) stake by 0.73% in Q4 2018, buying an estimated $985 and bringing the position to 1,238 shares worth $125K. The position accounts for 0.07% of the portfolio, ranked #84.

WealthTrust-Arizona first reported a position in IVE in Q3 2018 and has held it in 2 quarters since. The position peaked at $142K in Q3 2018. 727 funds tracked by Wall St. Rank hold IVE as of Q4 2018.

  • WealthTrust-Arizona held 1,238 shares of iShares S&P 500 Value ETF worth $125K as of Q4 2018.
  • WealthTrust-Arizona bought 9 iShares S&P 500 Value ETF shares in Q4 2018, an estimated $985.
  • iShares S&P 500 Value ETF made up 0.07% of WealthTrust-Arizona's portfolio in Q4 2018, its #84 holding.
  • WealthTrust-Arizona first reported a position in iShares S&P 500 Value ETF in Q3 2018 and has held it in 2 quarters since.
  • WealthTrust-Arizona's iShares S&P 500 Value ETF position peaked at $142K in Q3 2018.
  • 727 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.