Advisor Resource Council’s iShares S&P 500 Value ETF IVE Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-12,505	Closed	-$2.38M	–	377
2025 Q1	$2.38M	Buy	+12,505	New	+$2.42M	0.19%	132
2024 Q4	–	Sell	-2,080	Closed	-$410K	–	169
2024 Q3	$410K	Buy	+2,080	New	+$395K	0.19%	142
2024 Q2	–	Sell	-2,369	Closed	-$412K	–	133
2024 Q1	$412K	Sell	2,369 -10,038	-81%	-$1.78M	0.17%	137
2023 Q4	$2.16M	Buy	+12,407	New	+$1.99M	0.25%	99
2022 Q3	–	Sell	-14,335	Closed	-$1.97M	–	317
2022 Q2	$1.97M	Buy	+14,335	New	+$2.12M	0.18%	123
2022 Q1	–	Sell	-14,400	Closed	-$2.25M	–	368
2021 Q4	$2.25M	Buy	+14,400	New	+$2.19M	0.18%	119
2021 Q3	–	Sell	-14,256	Closed	-$2.1M	–	338
2021 Q2	$2.1M	Buy	+14,256	New	+$2.1M	0.22%	100

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Advisor Resource Council's IVE Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 12,505 shares — an estimated $2.38M sold.

Advisor Resource Council first reported a position in IVE in Q2 2021 and held it in 7 quarters. The position peaked at $2.38M in Q1 2025. 1,536 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

Advisor Resource Council reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 12,505 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $2.38M.
Advisor Resource Council first reported a position in iShares S&P 500 Value ETF in Q2 2021 and held it in 7 quarters.
Advisor Resource Council's iShares S&P 500 Value ETF position peaked at $2.38M in Q1 2025.
1,536 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.