FPC Investment Advisory’s iShares S&P 500 Value ETF IVE Stock Holding History

FPC Investment Advisory’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 Q1	–	Sell	-13	Closed	-$2.55K	–	135
2024 Q4	$2.55K	Hold	13	–	–	﹤0.01%	262
2024 Q3	$2.54K	Hold	13	–	–	﹤0.01%	77
2024 Q2	$2.47K	Buy	+13	New	+$2.37K	﹤0.01%	77

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPC Investment Advisory's IVE Position: Q1 2025 in Review

FPC Investment Advisory sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 13 shares — an estimated $2.55K sold.

FPC Investment Advisory first reported a position in IVE in Q2 2024 and held it in 3 quarters. The position peaked at $2.55K in Q4 2024. 1,539 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

FPC Investment Advisory reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
FPC Investment Advisory sold 13 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $2.55K.
FPC Investment Advisory first reported a position in iShares S&P 500 Value ETF in Q2 2024 and held it in 3 quarters.
FPC Investment Advisory's iShares S&P 500 Value ETF position peaked at $2.55K in Q4 2024.
1,539 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.