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Copley Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Copley Financial Group’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
Q1 		– Sell
-185
Closed -$35.3K – 107
2024
Q4 		$35.3K Hold
185
– – 0.03% 98
2024
Q3 		$36.5K Buy
+185
New +$35.1K 0.03% 113

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Copley Financial Group's IVE Position: Q1 2025 in Review

Copley Financial Group sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 185 shares — an estimated $35.3K sold.

Copley Financial Group first reported a position in IVE in Q3 2024 and held it in 2 quarters. The position peaked at $36.5K in Q3 2024. 1,539 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • Copley Financial Group reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Copley Financial Group sold 185 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $35.3K.
  • Copley Financial Group first reported a position in iShares S&P 500 Value ETF in Q3 2024 and held it in 2 quarters.
  • Copley Financial Group's iShares S&P 500 Value ETF position peaked at $36.5K in Q3 2024.
  • 1,539 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Copley Financial Group's 13F filing for Q1 2025, filed 27 Jun 2025.