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

Hemington 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
Q3 		$15K Hold
73
– – ﹤0.01% 747
2025
Q2 		$14K Hold
73
– – ﹤0.01% 743
2025
Q1 		$13K Buy
73
+1
+1% +$194 ﹤0.01% 727
2024
Q4 		$13K Hold
72
– – ﹤0.01% 672
2024
Q3 		$14K Buy
+72
New +$13.7K ﹤0.01% 608

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 $1.81T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hemington Wealth Management's IVE Position: Q3 2025 in Review

Hemington Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2025 at 73 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Hemington Wealth Management first reported a position in IVE in Q3 2024 and has held it in 5 quarters since. 1,576 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

  • Hemington Wealth Management held 73 shares of iShares S&P 500 Value ETF worth $15K as of Q3 2025.
  • Hemington Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q3 2025.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #747 holding.
  • Hemington Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,576 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.