Blackston Financial Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Blackston Financial Advisory Group’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	-1,812	Closed	-$354K	–	115
2025 Q2	$354K	Sell	1,812 -57	-3%	-$10.6K	0.22%	62
2025 Q1	$356K	Sell	1,869 -66	-3%	-$12.8K	0.24%	56
2024 Q4	$369K	Sell	1,935 -18	-0.9%	-$3.57K	0.18%	82
2024 Q3	$385K	Buy	+1,953	New	+$371K	0.2%	77
2024 Q1	–	Sell	-5,116	Closed	-$890K	–	80
2023 Q4	$890K	Buy	+5,116	New	+$822K	0.56%	25
2023 Q2	–	Sell	-4,541	Closed	-$689K	–	93
2023 Q1	$689K	Sell	4,541 -460	-9%	-$69.5K	0.52%	32
2022 Q4	$725K	Sell	5,001 -155	-3%	-$22.1K	0.53%	31
2022 Q3	$739K	Buy	5,156 +1,465	+40%	+$208K	0.52%	30
2022 Q2	$514K	Buy	+3,691	New	+$545K	0.34%	40

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Blackston Financial Advisory Group's IVE Position: Q3 2025 in Review

Blackston Financial Advisory Group sold out of iShares S&P 500 Value ETF (IVE) in Q3 2025, closing a stake of 1,812 shares — an estimated $354K sold.

Blackston Financial Advisory Group first reported a position in IVE in Q2 2022 and held it in 9 quarters. The position peaked at $890K in Q4 2023. 1,571 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

Blackston Financial Advisory Group reported no remaining iShares S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
Blackston Financial Advisory Group sold 1,812 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $354K.
Blackston Financial Advisory Group first reported a position in iShares S&P 500 Value ETF in Q2 2022 and held it in 9 quarters.
Blackston Financial Advisory Group's iShares S&P 500 Value ETF position peaked at $890K in Q4 2023.
1,571 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q3 2025, filed 12 Nov 2025.