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

Avondale 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	-375	Closed	-$73.3K	–	92
2025 Q2	$73.3K	Hold	375	–	–	0.04%	86
2025 Q1	$71.5K	Hold	375	–	–	0.05%	77
2024 Q4	$71.6K	Buy	375 +13	+4%	+$2.58K	0.05%	74
2024 Q3	$71.4K	Hold	362	–	–	0.05%	71
2024 Q2	$65.9K	Buy	362 +72	+25%	+$13.1K	0.05%	79
2024 Q1	$54.2K	Hold	290	–	–	0.04%	86
2023 Q4	$50.4K	Buy	290 +21	+8%	+$3.38K	0.04%	82
2023 Q3	$41.4K	Buy	+269	New	+$43.5K	0.04%	86
2019 Q3	–	Sell	-52	Closed	-$6K	–	107
2019 Q2	$6K	Hold	52	–	–	﹤0.01%	103
2019 Q1	$6K	Sell	52 -2	-4%	-$220	﹤0.01%	106
2018 Q4	$5K	Buy	+54	New	+$5.91K	﹤0.01%	106
2018 Q3	–	Sell	-100	Closed	-$11.5K	–	99
2018 Q2	$11K	Sell	100 -6,245	-98%	-$692K	0.01%	84
2018 Q1	$693K	Buy	6,345 +854	+16%	+$97.6K	0.57%	8
2017 Q4	$627K	Buy	+5,491	New	+$608K	0.55%	10

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Avondale Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q3 2025, closing a stake of 375 shares — an estimated $73.3K sold.

Avondale Wealth Management first reported a position in IVE in Q4 2017 and held it in 14 quarters. The position peaked at $693K in Q1 2018. 1,575 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

Avondale Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
Avondale Wealth Management sold 375 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $73.3K.
Avondale Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2017 and held it in 14 quarters.
Avondale Wealth Management's iShares S&P 500 Value ETF position peaked at $693K in Q1 2018.
1,575 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.