Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Envestnet Portfolio Solutions’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 		$335M Buy
2025
Q1 		$322M Buy
2024
Q4 		$292M Buy
2024
Q3 		$291M Buy
2024
Q2 		$259M Buy
2024
Q1 		$257M Buy
2023
Q4 		$39.7M Buy
2023
Q3 		$28.8M Buy