Farmers National Bank’s iShares S&P 500 Value ETF IVE Stock Holding History

Farmers National Bank’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	$47K	Hold	400	–	–	0.02%	184
2019 Q1	$45K	Buy	+400	New	+$43.9K	0.02%	191
2018 Q2	$44K	Hold	400	–	–	0.03%	187
2018 Q1	$44K	Hold	400	–	–	0.03%	186
2017 Q4	$46K	Buy	+400	New	+$44.3K	0.03%	185

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

Farmers National Bank's IVE Position: Q2 2019 in Review

Farmers National Bank held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2019 at 400 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #184.

Farmers National Bank first reported a position in IVE in Q4 2017 and has held it in 5 quarters since. 726 funds tracked by Wall St. Rank hold IVE as of Q2 2019.

Farmers National Bank held 400 shares of iShares S&P 500 Value ETF worth $47K as of Q2 2019.
Farmers National Bank left its iShares S&P 500 Value ETF share count unchanged in Q2 2019.
iShares S&P 500 Value ETF made up 0.02% of Farmers National Bank's portfolio in Q2 2019, its #184 holding.
Farmers National Bank first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 5 quarters since.
726 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2019.

Based on Farmers National Bank's 13F filing for Q2 2019, filed 22 Aug 2019.