GGM Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

GGM Wealth Advisors’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	$542K	Hold	2,969	–	–	0.3%	69
2024 Q4	$567K	Hold	2,969	–	–	0.3%	68
2024 Q3	$585K	Sell	2,969 -9	-0.3%	-$1.71K	0.25%	72
2024 Q2	$542K	Buy	2,978 +185	+7%	+$33.7K	0.25%	74
2024 Q1	$515K	Hold	2,793	–	–	0.24%	73
2023 Q4	$488K	Hold	2,793	–	–	0.2%	86
2023 Q3	$432K	Hold	2,793	–	–	0.19%	85
2023 Q2	$453K	Buy	+2,793	New	+$430K	0.18%	86
2023 Q1	–	Sell	-2,793	Closed	-$417K	–	95
2022 Q4	$417K	Sell	2,793 -5,530	-66%	-$789K	0.22%	79
2022 Q3	$1.16M	Sell	8,323 -920	-10%	-$130K	0.63%	33
2022 Q2	$1.27M	Hold	9,243	–	–	0.71%	34
2022 Q1	$1.46M	Buy	9,243 +324	+4%	+$49.9K	0.73%	31
2021 Q4	$1.42M	Hold	8,919	–	–	1.12%	21
2021 Q3	$1.37M	Hold	8,919	–	–	1.09%	23
2021 Q2	$1.31M	Hold	8,919	–	–	1.11%	23
2021 Q1	$1.3M	Hold	8,919	–	–	1.04%	24
2020 Q4	$1.17M	Buy	+8,919	New	+$1.08M	1.16%	22

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GGM Wealth Advisors's IVE Position: Q1 2025 in Review

GGM Wealth Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2025 at 2,969 shares worth $542K. The position accounts for 0.3% of the portfolio, ranked #69.

GGM Wealth Advisors first reported a position in IVE in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.46M in Q1 2022. 1,529 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

GGM Wealth Advisors held 2,969 shares of iShares S&P 500 Value ETF worth $542K as of Q1 2025.
GGM Wealth Advisors left its iShares S&P 500 Value ETF share count unchanged in Q1 2025.
iShares S&P 500 Value ETF made up 0.3% of GGM Wealth Advisors's portfolio in Q1 2025, its #69 holding.
GGM Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 17 quarters since.
GGM Wealth Advisors's iShares S&P 500 Value ETF position peaked at $1.46M in Q1 2022.
1,529 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.