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Mid-American Wealth Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Mid-American Wealth Advisory Group’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
Q3 		– Sell
-35
Closed -$6.84K – 173
2025
Q2 		$6.84K Buy
+35
New +$6.52K ﹤0.01% 205

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mid-American Wealth Advisory Group's IVE Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of iShares S&P 500 Value ETF (IVE) in Q3 2025, closing a stake of 35 shares — an estimated $6.84K sold.

Mid-American Wealth Advisory Group first reported a position in IVE in Q2 2025 and held it in 1 quarter. The position peaked at $6.84K in Q2 2025. 1,579 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining iShares S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 35 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $6.84K.
  • Mid-American Wealth Advisory Group first reported a position in iShares S&P 500 Value ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's iShares S&P 500 Value ETF position peaked at $6.84K in Q2 2025.
  • 1,579 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.