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Financial Advocates Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Financial Advocates Investment Management’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 		$2.1M Sell
10,181
-49,173
-83% -$9.88M 1.18% 29
2025
Q2 		$11.6M Sell
59,354
-896
-1% -$167K 0.94% 24
2025
Q1 		$11.5M Sell
60,250
-16,944
-22% -$3.28M 0.8% 24
2024
Q4 		$15.1M Buy
77,194
+12,056
+19% +$2.39M 0.86% 21
2024
Q3 		$12.8M Sell
65,138
-5,019
-7% -$953K 0.72% 27
2024
Q2 		$12.8M Sell
70,157
-8,232
-11% -$1.5M 0.79% 19
2024
Q1 		$14.4M Buy
78,389
+1,274
+2% +$226K 0.83% 19
2023
Q4 		$13.4M Buy
77,115
+6,107
+9% +$982K 0.88% 17
2023
Q3 		$10.9M Sell
71,008
-2,712
-4% -$438K 0.79% 21
2023
Q2 		$11.9M Sell
73,720
-3,001
-4% -$462K 0.85% 19
2023
Q1 		$11.7M Sell
76,721
-3,676
-5% -$555K 0.84% 22
2022
Q4 		$11.7M Sell
80,397
-711
-0.9% -$102K 0.87% 16
2022
Q3 		$10.4M Sell
81,108
-3,092
-4% -$438K 0.86% 15
2022
Q2 		$11.6M Sell
84,200
-134
-0.2% -$19.8K 0.94% 14
2022
Q1 		$13.1M Sell
84,334
-11,065
-12% -$1.7M 0.87% 17
2021
Q4 		$14.9M Buy
95,399
+9,488
+11% +$1.44M 0.94% 12
2021
Q3 		$12.5M Sell
85,911
-2,910
-3% -$434K 0.84% 16
2021
Q2 		$13.1M Sell
88,821
-488
-0.5% -$71.9K 0.88% 14
2021
Q1 		$12.6M Sell
89,309
-642
-0.7% -$86.4K 0.89% 17
2020
Q4 		$11.5M Buy
89,951
+754
+0.8% +$91.2K 0.79% 23
2020
Q3 		$10M Buy
89,197
+22,548
+34% +$2.56M 0.86% 23
2020
Q2 		$7.21M Sell
66,649
-1,145
-2% -$121K 0.68% 27
2020
Q1 		$6.53M Sell
67,794
-32,273
-32% -$3.84M 0.93% 22
2019
Q4 		$13M Buy
100,067
+28,883
+41% +$3.59M 1.39% 9
2019
Q3 		$8.48M Sell
71,184
-3,426
-5% -$402K 0.97% 17
2019
Q2 		$8.7M Sell
74,610
-10,361
-12% -$1.19M 1.01% 17
2019
Q1 		$9.58M Buy
84,971
+2,198
+3% +$241K 1.19% 14
2018
Q4 		$8.37M Buy
82,773
+25,925
+46% +$2.84M 1.14% 16
2018
Q3 		$6.58M Sell
56,848
-6,590
-10% -$756K 0.74% 24
2018
Q2 		$6.98M Sell
63,438
-1,080
-2% -$120K 0.85% 25
2018
Q1 		$7.05M Buy
64,518
+6,442
+11% +$736K 0.92% 24
2017
Q4 		$6.63M Buy
+58,076
New +$6.43M 0.91% 23

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 $445B AUM 25.58% 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

Financial Advocates Investment Management's IVE Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares S&P 500 Value ETF (IVE) stake by 83% in Q3 2025, selling an estimated $9.88M and leaving 10,181 shares worth $2.1M. The position accounts for 1.18% of the portfolio, ranked #29.

Financial Advocates Investment Management first reported a position in IVE in Q4 2017 and has held it in 32 quarters since. The position peaked at $15.1M in Q4 2024. 1,572 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

  • Financial Advocates Investment Management held 10,181 shares of iShares S&P 500 Value ETF worth $2.1M as of Q3 2025.
  • Financial Advocates Investment Management sold 49,173 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $9.88M.
  • iShares S&P 500 Value ETF made up 1.18% of Financial Advocates Investment Management's portfolio in Q3 2025, its #29 holding.
  • Financial Advocates Investment Management first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's iShares S&P 500 Value ETF position peaked at $15.1M in Q4 2024.
  • 1,572 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.