BIG
IVE icon

Brooklyn Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Brooklyn Investment 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
2026
Q1 		$360K Sell
1,706
-283
-14% -$61.3K 0.01% 1272
2025
Q4 		$425K Buy
+1,989
New +$417K 0.02% 781
2025
Q3 		– Sell
-383
Closed -$74.8K – 1675
2025
Q2 		$74.8K Buy
383
+281
+275% +$52.3K 0.01% 1112
2025
Q1 		$19.4K Hold
102
– – ﹤0.01% 1183
2024
Q4 		$19.5K Buy
+102
New +$20.2K 0.01% 760

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brooklyn Investment Group's IVE Position: Q1 2026 in Review

Brooklyn Investment Group reduced its iShares S&P 500 Value ETF (IVE) stake by 14% in Q1 2026, selling an estimated $61.3K and leaving 1,706 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #1272.

Brooklyn Investment Group first reported a position in IVE in Q4 2024 and has held it in 5 quarters since. The position peaked at $425K in Q4 2025. 1,715 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Brooklyn Investment Group held 1,706 shares of iShares S&P 500 Value ETF worth $360K as of Q1 2026.
  • Brooklyn Investment Group sold 283 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $61.3K.
  • iShares S&P 500 Value ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1272 holding.
  • Brooklyn Investment Group first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Brooklyn Investment Group's iShares S&P 500 Value ETF position peaked at $425K in Q4 2025.
  • 1,715 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.