Clearview Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Clearview Wealth Advisors’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	$2.93M	Buy	13,829 +3,805	+38%	+$797K	1.86%	13
2025 Q3	$2.07M	Buy	10,024 +656	+7%	+$132K	1.33%	19
2025 Q2	$1.83M	Buy	9,368 +501	+6%	+$93.3K	1.28%	20
2025 Q1	$1.69M	Buy	8,867 +1,742	+24%	+$337K	1.26%	19
2024 Q4	$1.36M	Buy	7,125 +159	+2%	+$31.5K	1.03%	26
2024 Q3	$1.37M	Buy	6,966 +597	+9%	+$113K	1.06%	23
2024 Q2	$1.16M	Sell	6,369 -2,779	-30%	-$506K	1.01%	24
2024 Q1	$1.71M	Buy	+9,148	New	+$1.63M	1.74%	15
2023 Q3	–	Sell	-509	Closed	-$82K	–	370
2023 Q2	$82K	Hold	509	–	–	0.08%	158
2023 Q1	$77.2K	Hold	509	–	–	0.08%	164
2022 Q4	$73.8K	Hold	509	–	–	0.06%	141
2022 Q3	$65K	Hold	509	–	–	0.05%	150
2022 Q2	$70K	Hold	509	–	–	0.05%	153
2022 Q1	$79K	Hold	509	–	–	0.05%	163
2021 Q4	$80K	Hold	509	–	–	0.05%	184
2021 Q3	$74K	Hold	509	–	–	0.05%	196
2021 Q2	$75K	Hold	509	–	–	0.05%	202
2021 Q1	$72K	Sell	509 -77	-13%	-$10.4K	0.05%	198
2020 Q4	$75K	Buy	+586	New	+$70.9K	0.05%	163

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

Clearview Wealth Advisors's IVE Position: Q4 2025 in Review

Clearview Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 38% in Q4 2025, buying an estimated $797K and bringing the position to 13,829 shares worth $2.93M. The position accounts for 1.86% of the portfolio, ranked #13.

Clearview Wealth Advisors first reported a position in IVE in Q4 2020 and has held it in 19 quarters since. 1,691 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

Clearview Wealth Advisors held 13,829 shares of iShares S&P 500 Value ETF worth $2.93M as of Q4 2025.
Clearview Wealth Advisors bought 3,805 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $797K.
iShares S&P 500 Value ETF made up 1.86% of Clearview Wealth Advisors's portfolio in Q4 2025, its #13 holding.
Clearview Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 19 quarters since.
1,691 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.