Sunflower Bank Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Sunflower Bank Wealth Management’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
2020 Q3	–	Sell	-3,945	Closed	-$427K	–	121
2020 Q2	$427K	Hold	3,945	–	–	0.14%	84
2020 Q1	$380K	Sell	3,945 -345	-8%	-$41.1K	0.14%	86
2019 Q4	$558K	Hold	4,290	–	–	0.17%	82
2019 Q3	$511K	Hold	4,290	–	–	0.16%	87
2019 Q2	$500K	Hold	4,290	–	–	0.16%	88
2019 Q1	$484K	Sell	4,290 -35	-0.8%	-$3.84K	0.15%	93
2018 Q4	$437K	Hold	4,325	–	–	0.14%	96
2018 Q3	$501K	Hold	4,325	–	–	0.14%	95
2018 Q2	$476K	Hold	4,325	–	–	0.14%	93
2018 Q1	$473K	Hold	4,325	–	–	0.13%	95
2017 Q4	$494K	Sell	4,325 -245	-5%	-$27.1K	0.13%	87
2017 Q3	$493K	Hold	4,570	–	–	0.18%	60
2017 Q2	$480K	Buy	+4,570	New	+$476K	0.16%	67
2016 Q4	–	Sell	-21,356	Closed	-$2.03M	–	90
2016 Q3	$2.03M	Buy	21,356 +969	+5%	+$92.2K	0.74%	27
2016 Q2	$1.89M	Buy	+20,387	New	+$1.87M	0.66%	31

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sunflower Bank Wealth Management's IVE Position: Q3 2020 in Review

Sunflower Bank Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q3 2020, closing a stake of 3,945 shares — an estimated $427K sold.

Sunflower Bank Wealth Management first reported a position in IVE in Q2 2016 and held it in 15 quarters. The position peaked at $2.03M in Q3 2016. 766 funds tracked by Wall St. Rank hold IVE as of Q3 2020.

Sunflower Bank Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q3 2020 after selling out during the quarter.
Sunflower Bank Wealth Management sold 3,945 iShares S&P 500 Value ETF shares in Q3 2020, an estimated $427K.
Sunflower Bank Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2016 and held it in 15 quarters.
Sunflower Bank Wealth Management's iShares S&P 500 Value ETF position peaked at $2.03M in Q3 2016.
766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.