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

Elite Financial’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 Q2	–	Sell	-57	Closed	-$10K	–	78
2025 Q1	$10K	Buy	+57	New	+$11K	0.01%	110

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Elite Financial's IVE Position: Q2 2025 in Review

Elite Financial sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 57 shares — an estimated $10K sold.

Elite Financial first reported a position in IVE in Q1 2025 and held it in 1 quarter. The position peaked at $10K in Q1 2025. 1,529 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

Elite Financial reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
Elite Financial sold 57 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $10K.
Elite Financial first reported a position in iShares S&P 500 Value ETF in Q1 2025 and held it in 1 quarter.
Elite Financial's iShares S&P 500 Value ETF position peaked at $10K in Q1 2025.
1,529 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Elite Financial's 13F filing for Q2 2025, filed 11 Aug 2025.