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

Accurate 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
Q1 		– Sell
-1,127
Closed -$212K – 388
2024
Q4 		$212K Sell
1,127
-139
-11% -$27.6K 0.04% 358
2024
Q3 		$252K Buy
+1,266
New +$240K 0.05% 312
2023
Q1 		– Sell
-203
Closed -$30.5K – 824
2022
Q4 		$30.5K Buy
+203
New +$29K 0.01% 562

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Accurate Wealth Management's IVE Position: Q1 2025 in Review

Accurate Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 1,127 shares — an estimated $212K sold.

Accurate Wealth Management first reported a position in IVE in Q4 2022 and held it in 3 quarters. The position peaked at $252K in Q3 2024. 1,537 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • Accurate Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 1,127 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $212K.
  • Accurate Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2022 and held it in 3 quarters.
  • Accurate Wealth Management's iShares S&P 500 Value ETF position peaked at $252K in Q3 2024.
  • 1,537 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Accurate Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.