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Custos Family Office’s iShares S&P 500 Value ETF IVE Stock Holding History

Custos Family Office’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 		– Sell
-9,887
Closed -$1.93M – 71
2025
Q2 		$1.93M Sell
9,887
-137
-1% -$25.5K 0.62% 27
2025
Q1 		$1.91M Buy
10,024
+157
+2% +$30.4K 0.68% 25
2024
Q4 		$1.88M Buy
9,867
+943
+11% +$187K 0.66% 26
2024
Q3 		$1.76M Buy
8,924
+7
+0.1% +$1.33K 0.64% 26
2024
Q2 		$1.62M Sell
8,917
-18
-0.2% -$3.28K 0.65% 26
2024
Q1 		$1.67M Sell
8,935
-55
-0.6% -$9.78K 0.86% 20
2023
Q4 		$1.56M Buy
8,990
+7,098
+375% +$1.14M 0.81% 21
2023
Q3 		$291K Sell
1,892
-161
-8% -$26K 0.2% 33
2023
Q2 		$331K Buy
+2,053
New +$316K 0.21% 32

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Custos Family Office's IVE Position: Q3 2025 in Review

Custos Family Office sold out of iShares S&P 500 Value ETF (IVE) in Q3 2025, closing a stake of 9,887 shares — an estimated $1.93M sold.

Custos Family Office first reported a position in IVE in Q2 2023 and held it in 9 quarters. The position peaked at $1.93M in Q2 2025. 1,571 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

  • Custos Family Office reported no remaining iShares S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Custos Family Office sold 9,887 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $1.93M.
  • Custos Family Office first reported a position in iShares S&P 500 Value ETF in Q2 2023 and held it in 9 quarters.
  • Custos Family Office's iShares S&P 500 Value ETF position peaked at $1.93M in Q2 2025.
  • 1,571 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Custos Family Office's 13F filing for Q3 2025, filed 16 Oct 2025.