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Beverly Hills Private Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Beverly Hills Private Wealth’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 		$409K Sell
1,939
-281
-13% -$60.8K 0.07% 217
2025
Q4 		$471K Buy
2,220
+643
+41% +$135K 0.08% 190
2025
Q3 		$326K Sell
1,577
-343
-18% -$68.9K 0.06% 250
2025
Q2 		$375K Buy
1,920
+400
+26% +$74.5K 0.07% 220
2025
Q1 		$290K Buy
1,520
+311
+26% +$60.2K 0.06% 275
2024
Q4 		$231K Sell
1,209
-180
-13% -$35.7K 0.05% 303
2024
Q3 		$274K Sell
1,389
-590
-30% -$112K 0.06% 284
2024
Q2 		$360K Sell
1,979
-128
-6% -$23.3K 0.08% 244
2024
Q1 		$394K Buy
+2,107
New +$375K 0.09% 233

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 $1.47T 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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B AUM 30.22% 1-Year Est. Return