FolioMetrix’s iShares S&P 500 Value ETF IVE Stock Holding History

FolioMetrix’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
2015 Q2	$474K	Buy	+4,953	New	+$467K	0.2%	106

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

FolioMetrix's IVE Position: Q2 2015 in Review

FolioMetrix opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2015: 4,953 shares worth $474K. The stake represents 0.2% of the portfolio and ranks #106 among its holdings.

358 funds tracked by Wall St. Rank hold IVE as of Q2 2015.

FolioMetrix held 4,953 shares of iShares S&P 500 Value ETF worth $474K as of Q2 2015.
iShares S&P 500 Value ETF was a new FolioMetrix position in Q2 2015.
iShares S&P 500 Value ETF made up 0.2% of FolioMetrix's portfolio in Q2 2015, its #106 holding.
358 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.