TC
IVE icon

Telemus Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Telemus Capital’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
2021
Q3 		– Sell
-15,338
Closed -$2.27M – 366
2021
Q2 		$2.27M Buy
15,338
+125
+0.8% +$18.4K 0.16% 109
2021
Q1 		$2.18M Sell
15,213
-100
-0.7% -$13.5K 0.15% 120
2020
Q4 		$1.96M Hold
15,313
– – 0.15% 122
2020
Q3 		$1.79M Buy
15,313
+3,856
+34% +$437K 0.13% 134
2020
Q2 		$1.25M Buy
11,457
+4,112
+56% +$436K 0.1% 160
2020
Q1 		$807K Buy
+7,345
New +$874K 0.07% 196
2018
Q1 		– Sell
-100
Closed -$11K – 478
2017
Q4 		$11K Buy
+100
New +$11.1K ﹤0.01% 509

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