Congress Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Congress Wealth Management's IVE Position: Q2 2025 in Review
Congress Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 12% in Q2 2025, buying an estimated $127K and bringing the position to 6,222 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #661.
Congress Wealth Management first reported a position in IVE in Q4 2021 and has held it in 3 quarters since. 1,540 funds tracked by Wall St. Rank hold IVE as of Q2 2025.
- Congress Wealth Management held 6,222 shares of iShares S&P 500 Value ETF worth $1.22M as of Q2 2025.
- Congress Wealth Management bought 680 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $127K.
- iShares S&P 500 Value ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #661 holding.
- Congress Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 3 quarters since.
- 1,540 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.