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

Freedom 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
2026
Q1 		– Sell
-977
Closed -$207K – 111
2025
Q4 		$207K Sell
977
-37
-4% -$7.75K 0.06% 116
2025
Q3 		$209K Sell
1,014
-4,641
-82% -$932K 0.06% 139
2025
Q2 		$1.11M Buy
5,655
+1,930
+52% +$360K 0.09% 219
2025
Q1 		$710K Buy
+3,725
New +$721K 0.06% 328
2024
Q4 		– Sell
-2,379
Closed -$469K – 791
2024
Q3 		$469K Buy
+2,379
New +$452K 0.04% 456
2018
Q1 		– Sell
-10,312
Closed -$1.18M – 1165
2017
Q4 		$1.18M Sell
10,312
-1,096
-10% -$121K 0.06% 301
2017
Q3 		$1.23M Buy
11,408
+729
+7% +$77.2K 0.07% 268
2017
Q2 		$1.12M Sell
10,679
-2,445
-19% -$255K 0.06% 275
2017
Q1 		$1.36M Sell
13,124
-215
-2% -$22.3K 0.08% 206
2016
Q4 		$1.35M Sell
13,339
-239
-2% -$23.3K 0.08% 172
2016
Q3 		$1.29M Buy
13,578
+2,633
+24% +$251K 0.08% 176
2016
Q2 		$1.02M Buy
10,945
+1,511
+16% +$138K 0.07% 215
2016
Q1 		$848K Sell
9,434
-582
-6% -$49.7K 0.06% 250
2015
Q4 		$887K Buy
10,016
+6,137
+158% +$549K 0.07% 244
2015
Q3 		$260K Sell
3,879
-5,546
-59% -$496K 0.03% 520
2015
Q2 		$869K Buy
9,425
+589
+7% +$55.6K 0.09% 186
2015
Q1 		$818K Buy
8,836
+111
+1% +$10.3K 0.09% 180
2014
Q4 		$818K Buy
8,725
+587
+7% +$53.8K 0.11% 166
2014
Q3 		$733K Buy
8,138
+478
+6% +$43.4K 0.13% 145
2014
Q2 		$692K Sell
7,660
-342
-4% -$30.2K 0.12% 154
2014
Q1 		$695K Sell
8,002
-177
-2% -$14.9K 0.15% 124
2013
Q4 		$699K Sell
8,179
-655
-7% -$53.9K 0.17% 101
2013
Q3 		$692K Sell
8,834
-39
-0.4% -$3.08K 0.2% 82
2013
Q2 		$672K Buy
+8,873
New +$673K 0.23% 76

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Freedom Investment Management's IVE Position: Q1 2026 in Review

Freedom Investment Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 977 shares — an estimated $207K sold.

Freedom Investment Management first reported a position in IVE in Q2 2013 and held it in 24 quarters. The position peaked at $1.36M in Q1 2017. 1,709 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Freedom Investment Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Freedom Investment Management sold 977 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $207K.
  • Freedom Investment Management first reported a position in iShares S&P 500 Value ETF in Q2 2013 and held it in 24 quarters.
  • Freedom Investment Management's iShares S&P 500 Value ETF position peaked at $1.36M in Q1 2017.
  • 1,709 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.