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

Institute for 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
Q1 		– Sell
-1,697
Closed -$324K – 540
2024
Q4 		$324K Buy
1,697
+120
+8% +$23.8K 0.04% 382
2024
Q3 		$311K Buy
1,577
+49
+3% +$9.31K 0.04% 409
2024
Q2 		$278K Sell
1,528
-469
-23% -$85.4K 0.04% 401
2024
Q1 		$373K Sell
1,997
-171
-8% -$30.4K 0.05% 341
2023
Q4 		$377K Hold
2,168
– – 0.06% 325
2023
Q3 		$334K Hold
2,168
– – 0.06% 330
2023
Q2 		$349K Hold
2,168
– – 0.06% 331
2023
Q1 		$329K Hold
2,168
– – 0.06% 328
2022
Q4 		$315K Sell
2,168
-206
-9% -$29.4K 0.07% 341
2022
Q3 		$305K Buy
2,374
+60
+3% +$8.5K 0.07% 333
2022
Q2 		$318K Hold
2,314
– – 0.06% 378
2022
Q1 		$360K Sell
2,314
-126
-5% -$19.4K 0.06% 368
2021
Q4 		$382K Sell
2,440
-390
-14% -$59.3K 0.06% 325
2021
Q3 		$412K Sell
2,830
-73
-3% -$10.9K 0.07% 306
2021
Q2 		$429K Buy
2,903
+800
+38% +$118K 0.08% 303
2021
Q1 		$297K Sell
2,103
-338
-14% -$45.5K 0.06% 360
2020
Q4 		$312K Sell
2,441
-90
-4% -$10.9K 0.06% 341
2020
Q3 		$285K Sell
2,531
-37
-1% -$4.19K 0.07% 327
2020
Q2 		$278K Sell
2,568
-13,863
-84% -$1.47M 0.07% 333
2020
Q1 		$1.58M Buy
16,431
+377
+2% +$44.9K 0.49% 46
2019
Q4 		$2.09M Buy
+16,054
New +$2M 0.47% 43
2019
Q3 		– Sell
-18,111
Closed -$2.11M – 449
2019
Q2 		$2.11M Sell
18,111
-312
-2% -$35.7K 0.47% 48
2019
Q1 		$2.08M Buy
+18,423
New +$2.02M 0.45% 49

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institute for Wealth Management's IVE Position: Q1 2025 in Review

Institute for Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 1,697 shares — an estimated $324K sold.

Institute for Wealth Management first reported a position in IVE in Q1 2019 and held it in 23 quarters. The position peaked at $2.11M in Q2 2019. 1,528 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • Institute for Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 1,697 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $324K.
  • Institute for Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2019 and held it in 23 quarters.
  • Institute for Wealth Management's iShares S&P 500 Value ETF position peaked at $2.11M in Q2 2019.
  • 1,528 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Institute for Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.