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BlueChip Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

BlueChip Wealth 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
2025
Q3 		– Sell
-1,958
Closed -$383K – 176
2025
Q2 		$383K Hold
1,958
– – 0.17% 108
2025
Q1 		$373K Sell
1,958
-1,775
-48% -$343K 0.18% 102
2024
Q4 		$713K Buy
3,733
+1,780
+91% +$353K 0.4% 53
2024
Q3 		$385K Hold
1,953
– – 0.2% 101
2024
Q2 		$355K Buy
1,953
+36
+2% +$6.56K 0.21% 95
2024
Q1 		$358K Hold
1,917
– – 0.23% 85
2023
Q4 		$333K Buy
+1,917
New +$308K 0.23% 82

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BlueChip Wealth Advisors's IVE Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q3 2025, closing a stake of 1,958 shares — an estimated $383K sold.

BlueChip Wealth Advisors first reported a position in IVE in Q4 2023 and held it in 7 quarters. The position peaked at $713K in Q4 2024. 1,576 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

  • BlueChip Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 1,958 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $383K.
  • BlueChip Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and held it in 7 quarters.
  • BlueChip Wealth Advisors's iShares S&P 500 Value ETF position peaked at $713K in Q4 2024.
  • 1,576 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.