Mach-1 Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Mach-1 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	–	Sell	-10,548	Closed	-$2.18M	–	385
2025 Q3	$2.18M	Buy	+10,548	New	+$2.12M	0.35%	46
2022 Q4	–	Sell	-452	Closed	-$58K	–	300
2022 Q3	$58K	Buy	452 +337	+293%	+$47.8K	0.06%	100
2022 Q2	$15K	Hold	115	–	–	0.01%	200
2022 Q1	$17K	Hold	115	–	–	0.01%	97
2021 Q4	$18K	Buy	+115	New	+$17.5K	0.01%	93

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

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

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

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

Mach-1 Financial Group's IVE Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 10,548 shares — an estimated $2.18M sold.

Mach-1 Financial Group first reported a position in IVE in Q4 2021 and held it in 5 quarters. The position peaked at $2.18M in Q3 2025. 1,691 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

Mach-1 Financial Group reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 10,548 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $2.18M.
Mach-1 Financial Group first reported a position in iShares S&P 500 Value ETF in Q4 2021 and held it in 5 quarters.
Mach-1 Financial Group's iShares S&P 500 Value ETF position peaked at $2.18M in Q3 2025.
1,691 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.