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

Abich Financial 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
2025
Q3 		$2.27K Buy
+11
New +$2.21K ﹤0.01% 567
2024
Q3 		$3.35K Buy
+17
New +$3.23K 0.01% 288

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Abich Financial Wealth Management's IVE Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2025: 11 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IVE as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in IVE in Q3 2024 and has held it in 2 quarters since. The position peaked at $3.35K in Q3 2024. 1,571 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

  • Abich Financial Wealth Management held 11 shares of iShares S&P 500 Value ETF worth $2.27K as of Q3 2025.
  • iShares S&P 500 Value ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #567 holding.
  • Abich Financial Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's iShares S&P 500 Value ETF position peaked at $3.35K in Q3 2024.
  • 1,571 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.