Mendel Money Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Mendel Money Management’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	-2,137	Closed	-$408K	–	140
2024 Q4	$408K	Buy	2,137 +82	+4%	+$16.3K	0.18%	113
2024 Q3	$405K	Hold	2,055	–	–	0.18%	110
2024 Q2	$374K	Hold	2,055	–	–	0.18%	106
2024 Q1	$384K	Hold	2,055	–	–	0.18%	105
2023 Q4	$357K	Sell	2,055 -100	-5%	-$16.1K	0.17%	109
2023 Q3	$332K	Sell	2,155 -100	-4%	-$16.2K	0.18%	104
2023 Q2	$363K	Hold	2,255	–	–	0.19%	101
2023 Q1	$342K	Hold	2,255	–	–	0.18%	96
2022 Q4	$327K	Buy	+2,255	New	+$322K	0.19%	98

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Mendel Money Management's IVE Position: Q1 2025 in Review

Mendel Money Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 2,137 shares — an estimated $408K sold.

Mendel Money Management first reported a position in IVE in Q4 2022 and held it in 9 quarters. The position peaked at $408K in Q4 2024. 1,539 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

Mendel Money Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
Mendel Money Management sold 2,137 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $408K.
Mendel Money Management first reported a position in iShares S&P 500 Value ETF in Q4 2022 and held it in 9 quarters.
Mendel Money Management's iShares S&P 500 Value ETF position peaked at $408K in Q4 2024.
1,539 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Mendel Money Management's 13F filing for Q1 2025, filed 6 May 2025.