SIA
IVE icon

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

Stancorp Investment 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
2015
Q1 		$4.34M Buy
46,909
+172
+0.4% +$16K 2.04% 7
2014
Q4 		$4.38M Buy
+46,737
New +$4.28M 2.01% 7

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Stancorp Investment Advisers's IVE Position: Q1 2015 in Review

Stancorp Investment Advisers increased its iShares S&P 500 Value ETF (IVE) stake by 0.37% in Q1 2015, buying an estimated $16K and bringing the position to 46,909 shares worth $4.34M. The position accounts for 2.04% of the portfolio, ranked #7.

Stancorp Investment Advisers first reported a position in IVE in Q4 2014 and has held it in 2 quarters since. The position peaked at $4.38M in Q4 2014. 355 funds tracked by Wall St. Rank hold IVE as of Q1 2015.

  • Stancorp Investment Advisers held 46,909 shares of iShares S&P 500 Value ETF worth $4.34M as of Q1 2015.
  • Stancorp Investment Advisers bought 172 iShares S&P 500 Value ETF shares in Q1 2015, an estimated $16K.
  • iShares S&P 500 Value ETF made up 2.04% of Stancorp Investment Advisers's portfolio in Q1 2015, its #7 holding.
  • Stancorp Investment Advisers first reported a position in iShares S&P 500 Value ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's iShares S&P 500 Value ETF position peaked at $4.38M in Q4 2014.
  • 355 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.