Israel Englander’s iShares S&P 500 Value ETF IVE Stock Holding History

Israel Englander’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
2023 Q4	–	Sell	-21,500	Closed	-$3.31M	–	6303
2023 Q3	$3.31M	Buy	+21,500	New	+$3.48M	﹤0.01%	3108

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Israel Englander's IVE Position: Q1 2025 in Review

Israel Englander sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 3,334 shares — an estimated $636K sold.

Israel Englander first reported a position in IVE in Q1 2014 and held it in 34 quarters. The position peaked at $16.7M in Q3 2023. 1,532 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

Israel Englander reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
Israel Englander sold 3,334 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $636K.
Israel Englander first reported a position in iShares S&P 500 Value ETF in Q1 2014 and held it in 34 quarters.
Israel Englander's iShares S&P 500 Value ETF position peaked at $16.7M in Q3 2023.
1,532 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Millennium Management's 13F filing for Q1 2025, filed 15 May 2025.