FSA Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

FSA Wealth 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	$16.5K	Hold	80	–	–	0.01%	263
2025 Q2	$15.6K	Hold	80	–	–	0.01%	255
2025 Q1	$15.2K	Hold	80	–	–	0.01%	245
2024 Q4	$15.3K	Hold	80	–	–	0.01%	260
2024 Q3	$15.8K	Buy	+80	New	+$15.2K	0.01%	268
2024 Q1	$14.9K	Hold	80	–	–	0.01%	285
2023 Q4	$14K	Buy	+80	New	+$12.9K	0.01%	282
2020 Q1	–	Sell	-327	Closed	-$43K	–	404
2019 Q4	$43K	Buy	+327	New	+$40.7K	0.03%	142

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FSA Wealth Management's IVE Position: Q3 2025 in Review

FSA Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2025 at 80 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #263.

FSA Wealth Management first reported a position in IVE in Q4 2019 and has held it in 8 quarters since. The position peaked at $43K in Q4 2019. 1,570 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

FSA Wealth Management held 80 shares of iShares S&P 500 Value ETF worth $16.5K as of Q3 2025.
FSA Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q3 2025.
iShares S&P 500 Value ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #263 holding.
FSA Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 8 quarters since.
FSA Wealth Management's iShares S&P 500 Value ETF position peaked at $43K in Q4 2019.
1,570 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.