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

Iron Horse 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 Q2	–	Sell	-20	Closed	-$3.81K	–	620
2025 Q1	$3.81K	Hold	20	–	–	﹤0.01%	398
2024 Q4	$3.82K	Hold	20	–	–	﹤0.01%	330
2024 Q3	$3.94K	Hold	20	–	–	﹤0.01%	323
2024 Q2	$3.64K	Hold	20	–	–	﹤0.01%	303
2024 Q1	$3.74K	Sell	20 -3	-13%	-$533	﹤0.01%	283
2023 Q4	$4.01K	Buy	23 +3	+15%	+$482	﹤0.01%	288
2023 Q3	$3.08K	Hold	20	–	–	﹤0.01%	310
2023 Q2	$3.22K	Hold	20	–	–	﹤0.01%	202
2023 Q1	$3.04K	Hold	20	–	–	﹤0.01%	229
2022 Q4	$3K	Hold	20	–	–	﹤0.01%	178
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	109
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	174
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	183
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	163
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	146
2021 Q2	$3K	Buy	+20	New	+$2.95K	﹤0.01%	150

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Iron Horse Wealth Management's IVE Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 20 shares — an estimated $3.81K sold.

Iron Horse Wealth Management first reported a position in IVE in Q2 2021 and held it in 16 quarters. The position peaked at $4.01K in Q4 2023. 1,540 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

Iron Horse Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
Iron Horse Wealth Management sold 20 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $3.81K.
Iron Horse Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2021 and held it in 16 quarters.
Iron Horse Wealth Management's iShares S&P 500 Value ETF position peaked at $4.01K in Q4 2023.
1,540 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.