First Farmers & Merchants Bank Trust’s iShares S&P 500 Value ETF IVE Stock Holding History

First Farmers & Merchants Bank Trust’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
2022 Q3	$1.84M	Buy	14,307 +58	+0.4%	+$8.22K	2.44%	8
2022 Q2	$1.96M	Sell	14,249 -209	-1%	-$30.8K	2.43%	9
2022 Q1	$2.25M	Buy	14,458 +1,491	+11%	+$229K	2.4%	7
2021 Q4	$2.03M	Buy	+12,967	New	+$1.97M	2.02%	9

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Farmers & Merchants Bank Trust's IVE Position: Q3 2022 in Review

First Farmers & Merchants Bank Trust increased its iShares S&P 500 Value ETF (IVE) stake by 0.41% in Q3 2022, buying an estimated $8.22K and bringing the position to 14,307 shares worth $1.84M. The position accounts for 2.44% of the portfolio, ranked #8.

First Farmers & Merchants Bank Trust first reported a position in IVE in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.25M in Q1 2022. 1,043 funds tracked by Wall St. Rank hold IVE as of Q3 2022.

First Farmers & Merchants Bank Trust held 14,307 shares of iShares S&P 500 Value ETF worth $1.84M as of Q3 2022.
First Farmers & Merchants Bank Trust bought 58 iShares S&P 500 Value ETF shares in Q3 2022, an estimated $8.22K.
iShares S&P 500 Value ETF made up 2.44% of First Farmers & Merchants Bank Trust's portfolio in Q3 2022, its #8 holding.
First Farmers & Merchants Bank Trust first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 4 quarters since.
First Farmers & Merchants Bank Trust's iShares S&P 500 Value ETF position peaked at $2.25M in Q1 2022.
1,043 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2022.

Based on First Farmers & Merchants Bank Trust's 13F filing for Q3 2022, filed 31 Oct 2022.