Gutierrez Wealth Advisory’s iShares S&P 500 Value ETF IVE Stock Holding History

Gutierrez Wealth Advisory’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	-1,090	Closed	-$225K	–	65
2025 Q3	$225K	Sell	1,090 -6	-0.5%	-$1.21K	0.14%	57
2025 Q2	$214K	Buy	+1,096	New	+$204K	0.14%	52

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

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

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

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

Gutierrez Wealth Advisory's IVE Position: Q4 2025 in Review

Gutierrez Wealth Advisory sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 1,090 shares — an estimated $225K sold.

Gutierrez Wealth Advisory first reported a position in IVE in Q2 2025 and held it in 2 quarters. The position peaked at $225K in Q3 2025. 1,684 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

Gutierrez Wealth Advisory reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Gutierrez Wealth Advisory sold 1,090 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $225K.
Gutierrez Wealth Advisory first reported a position in iShares S&P 500 Value ETF in Q2 2025 and held it in 2 quarters.
Gutierrez Wealth Advisory's iShares S&P 500 Value ETF position peaked at $225K in Q3 2025.
1,684 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Gutierrez Wealth Advisory's 13F filing for Q4 2025, filed 6 Feb 2026.