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

Greenhouse 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 Q4	–	Sell	-1,330	Closed	-$275K	–	61
2025 Q3	$275K	Hold	1,330	–	–	0.17%	48
2025 Q2	$260K	Hold	1,330	–	–	0.17%	47
2025 Q1	$254K	Sell	1,330 -282	-17%	-$54.6K	0.19%	44
2024 Q4	$308K	Sell	1,612 -52	-3%	-$10.3K	0.2%	46
2024 Q3	$328K	Hold	1,664	–	–	0.22%	41
2024 Q2	$303K	Hold	1,664	–	–	0.22%	44
2024 Q1	$311K	Hold	1,664	–	–	0.23%	42
2023 Q4	$289K	Hold	1,664	–	–	0.23%	44
2023 Q3	$256K	Hold	1,664	–	–	0.23%	43
2023 Q2	$268K	Hold	1,664	–	–	0.24%	43
2023 Q1	$253K	Hold	1,664	–	–	0.24%	42
2022 Q4	$241K	Hold	1,664	–	–	0.24%	42
2022 Q3	$214K	Hold	1,664	–	–	0.24%	45
2022 Q2	$229K	Hold	1,664	–	–	0.25%	44
2022 Q1	$259K	Hold	1,664	–	–	0.24%	43
2021 Q4	$261K	Buy	1,664 +18	+1%	+$2.74K	0.23%	42
2021 Q3	$239K	Hold	1,646	–	–	0.23%	42
2021 Q2	$243K	Buy	1,646 +14	+0.9%	+$2.06K	0.23%	40
2021 Q1	$231K	Hold	1,632	–	–	0.23%	43
2020 Q4	$209K	Buy	+1,632	New	+$197K	0.21%	45

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Greenhouse Wealth Management's IVE Position: Q4 2025 in Review

Greenhouse Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 1,330 shares — an estimated $275K sold.

Greenhouse Wealth Management first reported a position in IVE in Q4 2020 and held it in 20 quarters. The position peaked at $328K in Q3 2024. 1,691 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

Greenhouse Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Greenhouse Wealth Management sold 1,330 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $275K.
Greenhouse Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 20 quarters.
Greenhouse Wealth Management's iShares S&P 500 Value ETF position peaked at $328K in Q3 2024.
1,691 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Greenhouse Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.