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

Heartwood 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
-101
Closed -$20.9K – 402
2025
Q3 		$20.9K Buy
+101
New +$20.3K ﹤0.01% 358

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heartwood Wealth Advisors's IVE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 101 shares — an estimated $20.9K sold.

Heartwood Wealth Advisors first reported a position in IVE in Q3 2025 and held it in 1 quarter. The position peaked at $20.9K in Q3 2025. 1,688 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 101 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $20.9K.
  • Heartwood Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares S&P 500 Value ETF position peaked at $20.9K in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.