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

WealthShield’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
2017
Q4 		$342K Buy
+2,984
New +$331K 0.21% 88

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthShield's IVE Position: Q4 2017 in Review

WealthShield opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2017: 2,984 shares worth $342K. The stake represents 0.21% of the portfolio and ranks #88 among its holdings.

621 funds tracked by Wall St. Rank hold IVE as of Q4 2017.

  • WealthShield held 2,984 shares of iShares S&P 500 Value ETF worth $342K as of Q4 2017.
  • iShares S&P 500 Value ETF was a new WealthShield position in Q4 2017.
  • iShares S&P 500 Value ETF made up 0.21% of WealthShield's portfolio in Q4 2017, its #88 holding.
  • 621 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.