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

Torch 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
2019 Q4	$566K	Hold	4,354	–	–	0.31%	71
2019 Q3	$519K	Buy	4,354 +129	+3%	+$15.1K	0.31%	69
2019 Q2	$493K	Hold	4,225	–	–	0.3%	70
2019 Q1	$476K	Sell	4,225 -25	-0.6%	-$2.75K	0.29%	69
2018 Q4	$430K	Buy	4,250 +130	+3%	+$14.2K	0.31%	65
2018 Q3	$477K	Buy	4,120 +25	+0.6%	+$2.87K	0.29%	70
2018 Q2	$451K	Hold	4,095	–	–	0.28%	72
2018 Q1	$448K	Hold	4,095	–	–	0.29%	75
2017 Q4	$468K	Buy	4,095 +90	+2%	+$9.97K	0.29%	78
2017 Q3	$432K	Buy	+4,005	New	+$424K	0.28%	74

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

Torch Wealth Management's IVE Position: Q4 2019 in Review

Torch Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q4 2019 at 4,354 shares worth $566K. The position accounts for 0.31% of the portfolio, ranked #71.

Torch Wealth Management first reported a position in IVE in Q3 2017 and has held it in 10 quarters since. 825 funds tracked by Wall St. Rank hold IVE as of Q4 2019.

Torch Wealth Management held 4,354 shares of iShares S&P 500 Value ETF worth $566K as of Q4 2019.
Torch Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q4 2019.
iShares S&P 500 Value ETF made up 0.31% of Torch Wealth Management's portfolio in Q4 2019, its #71 holding.
Torch Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2017 and has held it in 10 quarters since.
825 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.