Belvedere Trading
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Belvedere Trading’s iShares S&P 500 Value ETF IVE Stock Holding History

Belvedere Trading’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
Q4 		– Sell
-4,300
Closed -$888K – 952
2025
Q3 		$888K Hold
4,300
– – ﹤0.01% 184
2025
Q2 		$840K Buy
+4,300
New +$801K ﹤0.01% 157
2024
Q4 		– Sell
-8,600
Closed -$1.7M – 943
2024
Q3 		$1.7M Sell
8,600
-4,700
-35% -$893K ﹤0.01% 87
2024
Q2 		$2.42M Buy
13,300
+6,100
+85% +$1.11M ﹤0.01% 80
2024
Q1 		$1.35M Sell
7,200
-1,400
-16% -$249K ﹤0.01% 78
2023
Q4 		$1.5M Sell
8,600
-7,700
-47% -$1.24M ﹤0.01% 73
2023
Q3 		$2.51M Buy
16,300
+2,000
+14% +$323K ﹤0.01% 47
2023
Q2 		$2.31M Buy
14,300
+11,600
+430% +$1.78M ﹤0.01% 45
2023
Q1 		$410K Buy
+2,700
New +$408K ﹤0.01% 178

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