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Aaron Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Aaron Wealth Advisors’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
2025
Q1 		– Sell
-2,622
Closed -$500K – 474
2024
Q4 		$500K Sell
2,622
-425
-14% -$84.3K 0.06% 200
2024
Q3 		$601K Sell
3,047
-173
-5% -$32.9K 0.07% 169
2024
Q2 		$586K Hold
3,220
– – 0.08% 152
2024
Q1 		$602K Hold
3,220
– – 0.09% 145
2023
Q4 		$560K Sell
3,220
-286
-8% -$46K 0.09% 131
2023
Q3 		$539K Hold
3,506
– – 0.07% 138
2023
Q2 		$565K Hold
3,506
– – 0.07% 146
2023
Q1 		$532K Buy
3,506
+174
+5% +$26.3K 0.07% 149
2022
Q4 		$483K Sell
3,332
-767
-19% -$109K 0.07% 154
2022
Q3 		$527K Sell
4,099
-93
-2% -$13.2K 0.1% 104
2022
Q2 		$576K Buy
4,192
+2,510
+149% +$370K 0.14% 96
2022
Q1 		$262K Buy
1,682
+132
+9% +$20.3K 0.06% 168
2021
Q4 		$242K Hold
1,550
– – 0.07% 158
2021
Q3 		$225K Buy
+1,550
New +$231K 0.06% 147

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aaron Wealth Advisors's IVE Position: Q1 2025 in Review

Aaron Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 2,622 shares — an estimated $500K sold.

Aaron Wealth Advisors first reported a position in IVE in Q3 2021 and held it in 14 quarters. The position peaked at $602K in Q1 2024. 1,539 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • Aaron Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 2,622 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $500K.
  • Aaron Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2021 and held it in 14 quarters.
  • Aaron Wealth Advisors's iShares S&P 500 Value ETF position peaked at $602K in Q1 2024.
  • 1,539 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Aaron Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.