Lowe Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Lowe Wealth Advisors’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 Q3	$3.3K	Buy	+16	New	+$3.21K	﹤0.01%	315
2023 Q4	–	Sell	-145	Closed	-$22.3K	–	316
2023 Q3	$22.3K	Hold	145	–	–	0.01%	144
2023 Q2	$23.4K	Hold	145	–	–	0.01%	150
2023 Q1	$22K	Hold	145	–	–	0.01%	145
2022 Q4	$21K	Hold	145	–	–	0.01%	151
2022 Q3	$19K	Buy	+145	New	+$20.5K	0.01%	150
2020 Q2	–	Sell	-50	Closed	-$5K	–	288
2020 Q1	$5K	Hold	50	–	–	﹤0.01%	190
2019 Q4	$7K	Hold	50	–	–	﹤0.01%	185
2019 Q3	$6K	Hold	50	–	–	﹤0.01%	182
2019 Q2	$6K	Hold	50	–	–	﹤0.01%	193
2019 Q1	$5K	Hold	50	–	–	﹤0.01%	180
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	170
2018 Q3	$6K	Hold	50	–	–	﹤0.01%	170
2018 Q2	$6K	Hold	50	–	–	﹤0.01%	165
2018 Q1	$5K	Hold	50	–	–	﹤0.01%	178
2017 Q4	$6K	Hold	50	–	–	﹤0.01%	181
2017 Q3	$5K	Buy	50 +15	+43%	+$1.59K	﹤0.01%	184
2017 Q2	$4K	Hold	35	–	–	﹤0.01%	165
2017 Q1	$4K	Hold	35	–	–	﹤0.01%	162
2016 Q4	$4K	Buy	35 +25	+250%	+$2.44K	﹤0.01%	166
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	228
2016 Q2	$1K	Buy	+10	New	+$915	﹤0.01%	233

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lowe Wealth Advisors's IVE Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2025: 16 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: Lowe Wealth Advisors previously reported a position in IVE as recently as Q3 2023.

Lowe Wealth Advisors first reported a position in IVE in Q2 2016 and has held it in 22 quarters since. The position peaked at $23.4K in Q2 2023. 1,576 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

Lowe Wealth Advisors held 16 shares of iShares S&P 500 Value ETF worth $3.3K as of Q3 2025.
iShares S&P 500 Value ETF was a new Lowe Wealth Advisors position in Q3 2025.
iShares S&P 500 Value ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #315 holding.
Lowe Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2016 and has held it in 22 quarters since.
Lowe Wealth Advisors's iShares S&P 500 Value ETF position peaked at $23.4K in Q2 2023.
1,576 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.