CC
IVE icon

Copperleaf Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Copperleaf Capital’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
Q3 		$3.57M Sell
17,291
-826
-5% -$166K 1.71% 13
2025
Q2 		$3.54M Buy
18,117
+743
+4% +$138K 1.79% 11
2025
Q1 		$3.31M Buy
17,374
+5,716
+49% +$1.11M 1.98% 11
2024
Q4 		$2.23M Buy
11,658
+854
+8% +$169K 1.41% 20
2024
Q3 		$2.13M Sell
10,804
-174
-2% -$33.1K 1.63% 17
2024
Q2 		$2M Buy
10,978
+764
+7% +$139K 1.6% 17
2024
Q1 		$1.91M Buy
+10,214
New +$1.82M 1.65% 17

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Copperleaf Capital's IVE Position: Q3 2025 in Review

Copperleaf Capital reduced its iShares S&P 500 Value ETF (IVE) stake by 4.6% in Q3 2025, selling an estimated $166K and leaving 17,291 shares worth $3.57M. The position accounts for 1.71% of the portfolio, ranked #13.

Copperleaf Capital first reported a position in IVE in Q1 2024 and has held it in 7 quarters since. 1,570 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

  • Copperleaf Capital held 17,291 shares of iShares S&P 500 Value ETF worth $3.57M as of Q3 2025.
  • Copperleaf Capital sold 826 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $166K.
  • iShares S&P 500 Value ETF made up 1.71% of Copperleaf Capital's portfolio in Q3 2025, its #13 holding.
  • Copperleaf Capital first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 7 quarters since.
  • 1,570 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.