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McAdam LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

McAdam LLC’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
-1,426
Closed -$272K – 370
2024
Q4 		$272K Buy
1,426
+30
+2% +$5.95K 0.01% 293
2024
Q3 		$275K Buy
1,396
+89
+7% +$16.9K 0.02% 272
2024
Q2 		$238K Buy
1,307
+90
+7% +$16.4K 0.01% 271
2024
Q1 		$227K Hold
1,217
– – 0.01% 270
2023
Q4 		$212K Buy
+1,217
New +$196K 0.02% 260
2018
Q4 		– Sell
-9
Closed -$1K – 330
2018
Q3 		$1K Hold
9
– – ﹤0.01% 588
2018
Q2 		$1K Sell
9
-25
-74% -$2.77K ﹤0.01% 560
2018
Q1 		$4K Buy
+34
New +$3.88K ﹤0.01% 432

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McAdam LLC's IVE Position: Q1 2025 in Review

McAdam LLC sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 1,426 shares — an estimated $272K sold.

McAdam LLC first reported a position in IVE in Q1 2018 and held it in 8 quarters. The position peaked at $275K in Q3 2024. 1,535 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • McAdam LLC reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • McAdam LLC sold 1,426 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $272K.
  • McAdam LLC first reported a position in iShares S&P 500 Value ETF in Q1 2018 and held it in 8 quarters.
  • McAdam LLC's iShares S&P 500 Value ETF position peaked at $275K in Q3 2024.
  • 1,535 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on McAdam LLC's 13F filing for Q1 2025, filed 21 May 2025.