Brandywine Global Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Brandywine Global Investment Management’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	$10.8K	Sell	51 -437	-90%	-$91.6K	﹤0.01%	599
2025 Q3	$101K	Sell	488 -27	-5%	-$5.42K	﹤0.01%	595
2025 Q2	$101K	Sell	515 -44	-8%	-$8.2K	﹤0.01%	569
2025 Q1	$107K	Buy	559 +98	+21%	+$19K	﹤0.01%	554
2024 Q4	$88K	Hold	461	–	–	﹤0.01%	555
2024 Q3	$92.1K	Buy	+461	New	+$87.6K	﹤0.01%	665
2024 Q1	–	Sell	-6	Closed	-$1.04K	–	722
2023 Q4	$1.04K	Buy	+6	New	+$964	﹤0.01%	684
2023 Q3	–	Sell	-110	Closed	-$17.7K	–	715
2023 Q2	$17.7K	Buy	110 +77	+233%	+$11.8K	﹤0.01%	694
2023 Q1	$5.01K	Buy	+33	New	+$4.99K	﹤0.01%	704
2019 Q1	–	Sell	-4,725	Closed	-$478K	–	867
2018 Q4	$478K	Buy	+4,725	New	+$517K	﹤0.01%	567

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brandywine Global Investment Management's IVE Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its iShares S&P 500 Value ETF (IVE) stake by 90% in Q4 2025, selling an estimated $91.6K and leaving 51 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Brandywine Global Investment Management first reported a position in IVE in Q4 2018 and has held it in 10 quarters since. The position peaked at $478K in Q4 2018. 1,691 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

Brandywine Global Investment Management held 51 shares of iShares S&P 500 Value ETF worth $10.8K as of Q4 2025.
Brandywine Global Investment Management sold 437 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $91.6K.
iShares S&P 500 Value ETF made up ﹤0.01% of Brandywine Global Investment Management's portfolio in Q4 2025, its #599 holding.
Brandywine Global Investment Management first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 10 quarters since.
Brandywine Global Investment Management's iShares S&P 500 Value ETF position peaked at $478K in Q4 2018.
1,691 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.