MG
IVE icon

Michael Gelband’s iShares S&P 500 Value ETF IVE Stock Holding History

Michael Gelband’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
-11,751
Closed -$2.32M – 1763
2024
Q3 		$2.32M Buy
+11,751
New +$2.23M 0.01% 673
2021
Q2 		– Sell
-25,939
Closed -$3.66M – 2572
2021
Q1 		$3.66M Buy
+25,939
New +$3.49M 0.05% 366
2020
Q3 		– Sell
-78,600
Closed -$8.51M – 1986
2020
Q2 		$8.51M Buy
+78,600
New +$8.34M 0.22% 83

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Michael Gelband's IVE Position: Q4 2024 in Review

Michael Gelband sold out of iShares S&P 500 Value ETF (IVE) in Q4 2024, closing a stake of 11,751 shares — an estimated $2.32M sold.

Michael Gelband first reported a position in IVE in Q2 2020 and held it in 3 quarters. The position peaked at $8.51M in Q2 2020. 1,554 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

  • Michael Gelband reported no remaining iShares S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Michael Gelband sold 11,751 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $2.32M.
  • Michael Gelband first reported a position in iShares S&P 500 Value ETF in Q2 2020 and held it in 3 quarters.
  • Michael Gelband's iShares S&P 500 Value ETF position peaked at $8.51M in Q2 2020.
  • 1,554 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on ExodusPoint Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.