Advisor Consultant Network’s iShares S&P 500 Value ETF IVE Stock Holding History

Advisor Consultant Network’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
2016 Q3	$285K	Buy	+3,000	New	+$286K	0.04%	176

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SIM

Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Advisor Consultant Network's IVE Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2016: 3,000 shares worth $285K. The stake represents 0.04% of the portfolio and ranks #176 among its holdings.

446 funds tracked by Wall St. Rank hold IVE as of Q3 2016.

Advisor Consultant Network held 3,000 shares of iShares S&P 500 Value ETF worth $285K as of Q3 2016.
iShares S&P 500 Value ETF was a new Advisor Consultant Network position in Q3 2016.
iShares S&P 500 Value ETF made up 0.04% of Advisor Consultant Network's portfolio in Q3 2016, its #176 holding.
446 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.