AWM
IVE icon

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

Atticus 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 		– Sell
-17
Closed -$3.32K – 413
2025
Q2 		$3.32K Hold
17
– – ﹤0.01% 542
2025
Q1 		$3.24K Hold
17
– – ﹤0.01% 434
2024
Q4 		$3.25K Hold
17
– – ﹤0.01% 450
2024
Q3 		$3.35K Sell
17
-87
-84% -$16.5K ﹤0.01% 444
2024
Q2 		$18.9K Sell
104
-447
-81% -$81.4K 0.01% 317
2024
Q1 		$103K Sell
551
-198
-26% -$35.2K 0.03% 166
2023
Q4 		$130K Sell
749
-38
-5% -$6.11K 0.05% 145
2023
Q3 		$121K Buy
+787
New +$127K 0.05% 158
2023
Q2 		– Hold
0
– – – 579
2023
Q1 		– Sell
-216
Closed -$32.6K – 539
2022
Q4 		$31.4K Buy
+216
New +$30.8K 0.01% 291
2022
Q3 		– Sell
-232
Closed -$32K – 588
2022
Q2 		$32K Sell
232
-13
-5% -$1.92K 0.01% 301
2022
Q1 		$38K Buy
245
+1
+0.4% +$154 0.01% 271
2021
Q4 		$38K Sell
244
-350
-59% -$53.2K 0.01% 255
2021
Q3 		$86K Hold
594
– – 0.04% 185
2021
Q2 		$88K Buy
594
+331
+126% +$48.8K 0.04% 183
2021
Q1 		$37K Sell
263
-22
-8% -$2.96K 0.02% 236
2020
Q4 		$37K Buy
285
+171
+150% +$20.7K 0.02% 231
2020
Q3 		$13K Sell
114
-54
-32% -$6.12K 0.01% 245
2020
Q2 		$18K Sell
168
-504
-75% -$53.5K 0.01% 215
2020
Q1 		$65K Sell
672
-411
-38% -$48.9K 0.05% 153
2019
Q4 		$141K Buy
+1,083
New +$135K 0.09% 106

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atticus Wealth Management's IVE Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q3 2025, closing a stake of 17 shares — an estimated $3.32K sold.

Atticus Wealth Management first reported a position in IVE in Q4 2019 and held it in 20 quarters. The position peaked at $141K in Q4 2019. 1,577 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 17 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $3.32K.
  • Atticus Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 20 quarters.
  • Atticus Wealth Management's iShares S&P 500 Value ETF position peaked at $141K in Q4 2019.
  • 1,577 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.