Ken Griffin’s iShares S&P 500 Value ETF IVE Stock Holding History

Ken Griffin’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	-14,894	Closed	-$2.77M	–	13793
2025 Q1	$2.84M	Sell	14,894 -38,501	-72%	-$7.45M	﹤0.01%	4871
2024 Q4	$10.2M	Buy	53,395 +40,005	+299%	+$7.93M	﹤0.01%	2963
2024 Q3	$2.64M	Buy	13,390 +12,691	+1,816%	+$2.41M	﹤0.01%	5012
2024 Q2	$127K	Sell	699 -2,250	-76%	-$410K	﹤0.01%	10574
2024 Q1	$551K	Sell	2,949 -5,196	-64%	-$924K	﹤0.01%	8160
2023 Q4	$1.42M	Sell	8,145 -45,313	-85%	-$7.28M	﹤0.01%	5999
2023 Q3	$8.22M	Buy	53,458 +37,270	+230%	+$6.02M	﹤0.01%	2937
2023 Q2	$2.61M	Sell	16,188 -49,657	-75%	-$7.64M	﹤0.01%	4697
2023 Q1	$9.99M	Buy	65,845 +65,333	+12,760%	+$9.87M	﹤0.01%	2817
2022 Q4	$74.3K	Buy	+512	New	+$73.1K	﹤0.01%	11634
2022 Q2	–	Sell	-86,799	Closed	-$12.8M	–	13484
2022 Q1	$13.5M	Buy	86,799 +82,489	+1,914%	+$12.7M	﹤0.01%	2508
2021 Q4	$675K	Sell	4,310 -9,641	-69%	-$1.47M	﹤0.01%	8922
2021 Q3	$2.03M	Sell	13,951 -27,199	-66%	-$4.05M	﹤0.01%	6306
2021 Q2	$6.08M	Sell	41,150 -15,548	-27%	-$2.29M	﹤0.01%	4030
2021 Q1	$8.01M	Buy	56,698 +18,822	+50%	+$2.53M	﹤0.01%	3333
2020 Q4	$4.85M	Sell	37,876 -7,460	-16%	-$902K	﹤0.01%	3741
2020 Q3	$5.1M	Buy	45,336 +34,017	+301%	+$3.85M	﹤0.01%	3128
2020 Q2	$1.23M	Sell	11,319 -25,620	-69%	-$2.72M	﹤0.01%	5449
2020 Q1	$3.56M	Buy	36,939 +7,316	+25%	+$871K	﹤0.01%	3194
2019 Q4	$3.85M	Sell	29,623 -28,042	-49%	-$3.49M	﹤0.01%	3436
2019 Q3	$6.87M	Buy	57,665 +47,314	+457%	+$5.55M	﹤0.01%	2689
2019 Q2	$1.21M	Sell	10,351 -36,886	-78%	-$4.23M	﹤0.01%	5390
2019 Q1	$5.33M	Buy	47,237 +11,790	+33%	+$1.29M	﹤0.01%	2917
2018 Q4	$3.58M	Buy	35,447 +3,999	+13%	+$437K	﹤0.01%	3277
2018 Q3	$3.64M	Buy	31,448 +26,162	+495%	+$3M	﹤0.01%	3434
2018 Q2	$582K	Buy	+5,286	New	+$586K	﹤0.01%	6121
2018 Q1	–	Sell	-39,368	Closed	-$4.5M	–	8521
2017 Q4	$4.5M	Buy	39,368 +16,718	+74%	+$1.85M	﹤0.01%	2599
2017 Q3	$2.44M	Buy	+22,650	New	+$2.4M	﹤0.01%	3182
2017 Q2	–	Sell	-19,952	Closed	-$2.08M	–	7773
2017 Q1	$2.08M	Buy	+19,952	New	+$2.07M	﹤0.01%	3024
2016 Q3	–	Sell	-22,408	Closed	-$2.08M	–	7465
2016 Q2	$2.08M	Buy	+22,408	New	+$2.05M	﹤0.01%	2697
2015 Q2	–	Sell	-7,974	Closed	-$738K	–	8892
2015 Q1	$738K	Buy	+7,974	New	+$741K	﹤0.01%	4352
2014 Q3	–	Sell	-9,964	Closed	-$900K	–	8255
2014 Q2	$900K	Buy	+9,964	New	+$880K	﹤0.01%	3638

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ken Griffin's IVE Position: Q2 2025 in Review

Ken Griffin sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 14,894 shares — an estimated $2.77M sold.

Ken Griffin first reported a position in IVE in Q2 2014 and held it in 32 quarters. The position peaked at $13.5M in Q1 2022. 1,531 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

Ken Griffin reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
Ken Griffin sold 14,894 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $2.77M.
Ken Griffin first reported a position in iShares S&P 500 Value ETF in Q2 2014 and held it in 32 quarters.
Ken Griffin's iShares S&P 500 Value ETF position peaked at $13.5M in Q1 2022.
1,531 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.