Brown Miller Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Brown Miller Wealth 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
2024 Q4	–	Sell	-1,231	Closed	-$243K	–	126
2024 Q3	$243K	Sell	1,231 -1,083	-47%	-$206K	0.09%	113
2024 Q2	$421K	Sell	2,314 -267	-10%	-$48.6K	0.17%	86
2024 Q1	$482K	Hold	2,581	–	–	0.21%	86
2023 Q4	$449K	Sell	2,581 -39	-1%	-$6.27K	0.22%	84
2023 Q3	$403K	Sell	2,620 -8	-0.3%	-$1.29K	0.23%	85
2023 Q2	$424K	Hold	2,628	–	–	0.23%	78
2023 Q1	$399K	Buy	+2,628	New	+$397K	0.24%	80

Other funds holding IVE

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brown Miller Wealth Management's IVE Position: Q4 2024 in Review

Brown Miller Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q4 2024, closing a stake of 1,231 shares — an estimated $243K sold.

Brown Miller Wealth Management first reported a position in IVE in Q1 2023 and held it in 7 quarters. The position peaked at $482K in Q1 2024. 1,551 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

Brown Miller Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
Brown Miller Wealth Management sold 1,231 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $243K.
Brown Miller Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2023 and held it in 7 quarters.
Brown Miller Wealth Management's iShares S&P 500 Value ETF position peaked at $482K in Q1 2024.
1,551 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on Brown Miller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.