BWFA
IVE icon

Baltimore-Washington Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Baltimore-Washington Financial Advisors’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
2026
Q1 		– Sell
-1,779
Closed -$377K – 195
2025
Q4 		$377K Buy
1,779
+799
+82% +$167K 0.02% 139
2025
Q3 		$202K Buy
+980
New +$197K 0.01% 175

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IVE Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 1,779 shares — an estimated $377K sold.

Baltimore-Washington Financial Advisors first reported a position in IVE in Q3 2025 and held it in 2 quarters. The position peaked at $377K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Baltimore-Washington Financial Advisors reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,779 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $377K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2025 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's iShares S&P 500 Value ETF position peaked at $377K in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.