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

Welch Investments’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 		$268K Hold
2,346
– – 0.17% 37
2017
Q3 		$253K Sell
2,346
-195
-8% -$20.6K 0.17% 38
2017
Q2 		$267K Hold
2,541
– – 0.2% 36
2017
Q1 		$264K Sell
2,541
-94
-4% -$9.77K 0.21% 37
2016
Q4 		$267K Buy
+2,635
New +$257K 0.23% 37

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Welch Investments's IVE Position: Q4 2017 in Review

Welch Investments held its iShares S&P 500 Value ETF (IVE) position steady in Q4 2017 at 2,346 shares worth $268K. The position accounts for 0.17% of the portfolio, ranked #37.

Welch Investments first reported a position in IVE in Q4 2016 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold IVE as of Q4 2017.

  • Welch Investments held 2,346 shares of iShares S&P 500 Value ETF worth $268K as of Q4 2017.
  • Welch Investments left its iShares S&P 500 Value ETF share count unchanged in Q4 2017.
  • iShares S&P 500 Value ETF made up 0.17% of Welch Investments's portfolio in Q4 2017, its #37 holding.
  • Welch Investments first reported a position in iShares S&P 500 Value ETF in Q4 2016 and has held it in 5 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.