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

Certus 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
2025
Q2 		– Sell
-21,143
Closed -$4.02M – 57
2025
Q1 		$4.02M Buy
21,143
+7,416
+54% +$1.44M 2.73% 12
2024
Q4 		$2.68M Buy
13,727
+131
+1% +$26K 1.79% 13
2024
Q3 		$2.68M Buy
+13,596
New +$2.58M 1.87% 13

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Certus Wealth Management's IVE Position: Q2 2025 in Review

Certus Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 21,143 shares — an estimated $4.02M sold.

Certus Wealth Management first reported a position in IVE in Q3 2024 and held it in 3 quarters. The position peaked at $4.02M in Q1 2025. 1,530 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

  • Certus Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Certus Wealth Management sold 21,143 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $4.02M.
  • Certus Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2024 and held it in 3 quarters.
  • Certus Wealth Management's iShares S&P 500 Value ETF position peaked at $4.02M in Q1 2025.
  • 1,530 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Certus Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.