WESPAC Advisors SoCal’s iShares S&P 500 Value ETF IVE Stock Holding History

WESPAC Advisors SoCal’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	-25	Closed	-$2K	–	190
2019 Q1	$2K	Buy	+25	New	+$2.75K	﹤0.01%	312
2018 Q4	–	Hold	0	–	–	–	309

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 22.9% 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

WESPAC Advisors SoCal's IVE Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of iShares S&P 500 Value ETF (IVE) in Q2 2019, closing a stake of 25 shares — an estimated $2K sold.

WESPAC Advisors SoCal first reported a position in IVE in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 726 funds tracked by Wall St. Rank hold IVE as of Q2 2019.

WESPAC Advisors SoCal reported no remaining iShares S&P 500 Value ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 25 iShares S&P 500 Value ETF shares in Q2 2019, an estimated $2K.
WESPAC Advisors SoCal first reported a position in iShares S&P 500 Value ETF in Q1 2019 and held it in 1 quarter.
WESPAC Advisors SoCal's iShares S&P 500 Value ETF position peaked at $2K in Q1 2019.
726 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.