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MLG Wealth Management DBA Pine Grove Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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 		$27.7M Buy
+130,385
New +$27.3M 3.34% 7

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

MLG Wealth Management DBA Pine Grove Financial Group's IVE Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2025: 130,385 shares worth $27.7M. The stake represents 3.34% of the portfolio and ranks #7 among its holdings.

1,691 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 130,385 shares of iShares S&P 500 Value ETF worth $27.7M as of Q4 2025.
  • iShares S&P 500 Value ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares S&P 500 Value ETF made up 3.34% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #7 holding.
  • 1,691 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.