Christopher J. Hasenberg’s iShares S&P 500 Value ETF IVE Stock Holding History

Christopher J. Hasenberg’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	$132K	Sell	674 -1,178	-64%	-$219K	0.05%	60
2025 Q1	$352K	Hold	1,852	–	–	0.15%	24
2024 Q4	$354K	Sell	1,852 -22,878	-93%	-$4.54M	0.14%	24
2024 Q3	$4.84M	Buy	24,730 +3,491	+16%	+$663K	2%	15
2024 Q2	$3.87M	Buy	21,239 +1,657	+8%	+$302K	1.75%	14
2024 Q1	$3.66M	Buy	19,582 +208	+1%	+$37K	1.8%	14
2023 Q4	$3.37M	Buy	+19,374	New	+$3.11M	1.88%	13

Other funds holding IVE

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Christopher J. Hasenberg's IVE Position: Q2 2025 in Review

Christopher J. Hasenberg reduced its iShares S&P 500 Value ETF (IVE) stake by 64% in Q2 2025, selling an estimated $219K and leaving 674 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #60.

Christopher J. Hasenberg first reported a position in IVE in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.84M in Q3 2024. 1,529 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

Christopher J. Hasenberg held 674 shares of iShares S&P 500 Value ETF worth $132K as of Q2 2025.
Christopher J. Hasenberg sold 1,178 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $219K.
iShares S&P 500 Value ETF made up 0.05% of Christopher J. Hasenberg's portfolio in Q2 2025, its #60 holding.
Christopher J. Hasenberg first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 7 quarters since.
Christopher J. Hasenberg's iShares S&P 500 Value ETF position peaked at $4.84M in Q3 2024.
1,529 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.