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

MFA 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
2024
Q4 		– Sell
-30
Closed -$5.92K – 224
2024
Q3 		$5.92K Hold
30
– – ﹤0.01% 375
2024
Q2 		$5.46K Buy
+30
New +$5.46K ﹤0.01% 384

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

MFA Wealth Advisors's IVE Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2024, closing a stake of 30 shares — an estimated $5.92K sold.

MFA Wealth Advisors first reported a position in IVE in Q2 2024 and held it in 2 quarters. The position peaked at $5.92K in Q3 2024. 1,557 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

  • MFA Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 30 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $5.92K.
  • MFA Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's iShares S&P 500 Value ETF position peaked at $5.92K in Q3 2024.
  • 1,557 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.