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

RhumbLine Advisers’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 		– Sell
-11,958
Closed -$1.64M – 3077
2022
Q2 		$1.64M Hold
11,958
– – ﹤0.01% 1877
2022
Q1 		$1.86M Hold
11,958
– – ﹤0.01% 1854
2021
Q4 		$1.87M Hold
11,958
– – ﹤0.01% 1918
2021
Q3 		$1.74M Hold
11,958
– – ﹤0.01% 1984
2021
Q2 		$1.76M Hold
11,958
– – ﹤0.01% 2007
2021
Q1 		$1.69M Hold
11,958
– – ﹤0.01% 1985
2020
Q4 		$1.53M Buy
+11,958
New +$1.45M ﹤0.01% 1965

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return