TI-Trust’s iShares S&P 500 Value ETF IVE Stock Holding History

TI-Trust’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
2019 Q4	$59K	Buy	+455	New	+$56.6K	0.06%	171

Other funds holding IVE

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

TI-Trust's IVE Position: Q4 2019 in Review

TI-Trust opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2019: 455 shares worth $59K. The stake represents 0.06% of the portfolio and ranks #171 among its holdings.

825 funds tracked by Wall St. Rank hold IVE as of Q4 2019.

TI-Trust held 455 shares of iShares S&P 500 Value ETF worth $59K as of Q4 2019.
iShares S&P 500 Value ETF was a new TI-Trust position in Q4 2019.
iShares S&P 500 Value ETF made up 0.06% of TI-Trust's portfolio in Q4 2019, its #171 holding.
825 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.