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

Guerra 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 Q3	$1.65K	Buy	+8	New	+$1.61K	﹤0.01%	569

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

Guerra Advisors's IVE Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2025: 8 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings.

1,571 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

Guerra Advisors held 8 shares of iShares S&P 500 Value ETF worth $1.65K as of Q3 2025.
iShares S&P 500 Value ETF was a new Guerra Advisors position in Q3 2025.
iShares S&P 500 Value ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #569 holding.
1,571 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.