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Luts & Greenleigh Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Luts & Greenleigh 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
Q1 		– Sell
-1,151
Closed -$220K – 77
2024
Q4 		$220K Buy
+1,151
New +$228K 0.22% 77

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Luts & Greenleigh Group's IVE Position: Q1 2025 in Review

Luts & Greenleigh Group sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 1,151 shares — an estimated $220K sold.

Luts & Greenleigh Group first reported a position in IVE in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 1,528 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • Luts & Greenleigh Group reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Luts & Greenleigh Group sold 1,151 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $220K.
  • Luts & Greenleigh Group first reported a position in iShares S&P 500 Value ETF in Q4 2024 and held it in 1 quarter.
  • Luts & Greenleigh Group's iShares S&P 500 Value ETF position peaked at $220K in Q4 2024.
  • 1,528 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Luts & Greenleigh Group's 13F filing for Q1 2025, filed 14 May 2025.