GFS Private Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

GFS Private Wealth’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
2017 Q4	$777K	Buy	+6,800	New	+$753K	0.27%	33

Other funds holding IVE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

GFS Private Wealth's IVE Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2017: 6,800 shares worth $777K. The stake represents 0.27% of the portfolio and ranks #33 among its holdings.

621 funds tracked by Wall St. Rank hold IVE as of Q4 2017.

GFS Private Wealth held 6,800 shares of iShares S&P 500 Value ETF worth $777K as of Q4 2017.
iShares S&P 500 Value ETF was a new GFS Private Wealth position in Q4 2017.
iShares S&P 500 Value ETF made up 0.27% of GFS Private Wealth's portfolio in Q4 2017, its #33 holding.
621 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.