Massachusetts Financial Services
IVE icon

Massachusetts Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Massachusetts Financial Services’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
2026
Q1 		– Sell
-5,823
Closed -$1.23M – 970
2025
Q4 		$1.23M Buy
5,823
+4,245
+269% +$890K ﹤0.01% 822
2025
Q3 		$326K Sell
1,578
-1,164
-42% -$234K ﹤0.01% 843
2025
Q2 		$536K Buy
+2,742
New +$511K ﹤0.01% 845
2022
Q1 		– Sell
-1,608
Closed -$252K – 876
2021
Q4 		$252K Buy
+1,608
New +$245K ﹤0.01% 879

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services's IVE Position: Q1 2026 in Review

Massachusetts Financial Services sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 5,823 shares — an estimated $1.23M sold.

Massachusetts Financial Services first reported a position in IVE in Q4 2021 and held it in 4 quarters. The position peaked at $1.23M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Massachusetts Financial Services reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 5,823 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $1.23M.
  • Massachusetts Financial Services first reported a position in iShares S&P 500 Value ETF in Q4 2021 and held it in 4 quarters.
  • Massachusetts Financial Services's iShares S&P 500 Value ETF position peaked at $1.23M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.