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Founders Bank & Trust’s iShares S&P 500 Value ETF IVE Stock Holding History

Founders 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
2014
Q4 		$117K Hold
1,243
– – 0.06% 133
2014
Q3 		$112K Hold
1,243
– – 0.06% 134
2014
Q2 		$112K Hold
1,243
– – 0.06% 131
2014
Q1 		$108K Hold
1,243
– – 0.06% 119
2013
Q4 		$100K Buy
1,243
+553
+80% +$45.5K 0.06% 122
2013
Q3 		$54K Hold
690
– – 0.03% 151
2013
Q2 		$52K Buy
+690
New +$52.4K 0.03% 148

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Founders Bank & Trust's IVE Position: Q4 2014 in Review

Founders Bank & Trust held its iShares S&P 500 Value ETF (IVE) position steady in Q4 2014 at 1,243 shares worth $117K. The position accounts for 0.06% of the portfolio, ranked #133.

Founders Bank & Trust first reported a position in IVE in Q2 2013 and has held it in 7 quarters since. 361 funds tracked by Wall St. Rank hold IVE as of Q4 2014.

  • Founders Bank & Trust held 1,243 shares of iShares S&P 500 Value ETF worth $117K as of Q4 2014.
  • Founders Bank & Trust left its iShares S&P 500 Value ETF share count unchanged in Q4 2014.
  • iShares S&P 500 Value ETF made up 0.06% of Founders Bank & Trust's portfolio in Q4 2014, its #133 holding.
  • Founders Bank & Trust first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 7 quarters since.
  • 361 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.