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

Marshall & Sterling 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
Q2 		– Sell
-42
Closed -$8.08K – 658
2025
Q1 		$8.08K Sell
42
-1
-2% -$194 0.01% 362
2024
Q4 		$8.06K Buy
+43
New +$8.53K 0.01% 239

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IVE Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 42 shares — an estimated $8.08K sold.

Marshall & Sterling Wealth Advisors first reported a position in IVE in Q4 2024 and held it in 2 quarters. The position peaked at $8.08K in Q1 2025. 1,540 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 42 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $8.08K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2024 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's iShares S&P 500 Value ETF position peaked at $8.08K in Q1 2025.
  • 1,540 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.