MWS
IVE icon

Maxwell Wealth Strategies’s iShares S&P 500 Value ETF IVE Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$3.62M Buy
18,974
+1,666
+10% +$330K 1.48% 18
2024
Q3 		$3.4M Buy
17,308
+392
+2% +$74.5K 1.44% 18
2024
Q2 		$3.08M Buy
16,916
+532
+3% +$96.9K 1.51% 19
2024
Q1 		$2.97M Buy
+16,384
New +$2.91M 1.5% 20

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Maxwell Wealth Strategies's IVE Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its iShares S&P 500 Value ETF (IVE) stake by 9.6% in Q4 2024, buying an estimated $330K and bringing the position to 18,974 shares worth $3.62M. The position accounts for 1.48% of the portfolio, ranked #18.

Maxwell Wealth Strategies first reported a position in IVE in Q1 2024 and has held it in 4 quarters since. 1,550 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

  • Maxwell Wealth Strategies held 18,974 shares of iShares S&P 500 Value ETF worth $3.62M as of Q4 2024.
  • Maxwell Wealth Strategies bought 1,666 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $330K.
  • iShares S&P 500 Value ETF made up 1.48% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #18 holding.
  • Maxwell Wealth Strategies first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.