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

Grey Fox 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
Q4 		– Sell
-563
Closed -$116K – 378
2025
Q3 		$116K Buy
+563
New +$113K 0.02% 174
2023
Q2 		– Sell
-702
Closed -$107K – 307
2023
Q1 		$107K Sell
702
-141
-17% -$21.3K 0.06% 138
2022
Q4 		$122K Buy
+843
New +$120K 0.08% 117

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grey Fox Wealth Advisors's IVE Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 563 shares — an estimated $116K sold.

Grey Fox Wealth Advisors first reported a position in IVE in Q4 2022 and held it in 3 quarters. The position peaked at $122K in Q4 2022. 1,695 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 563 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $116K.
  • Grey Fox Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's iShares S&P 500 Value ETF position peaked at $122K in Q4 2022.
  • 1,695 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.