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Mission Creek Capital Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Mission Creek Capital Partners’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
-1,135
Closed -$217K – 214
2024
Q4 		$217K Hold
1,135
– – 0.05% 221
2024
Q3 		$224K Sell
1,135
-5
-0.4% -$950 0.05% 216
2024
Q2 		$208K Sell
1,140
-85
-7% -$15.5K 0.05% 201
2024
Q1 		$229K Buy
1,225
+2
+0.2% +$355 0.06% 226
2023
Q4 		$213K Buy
+1,223
New +$197K 0.05% 215

Other funds holding IVE

Envestnet Asset Management
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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

Mission Creek Capital Partners's IVE Position: Q1 2025 in Review

Mission Creek Capital Partners sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 1,135 shares — an estimated $217K sold.

Mission Creek Capital Partners first reported a position in IVE in Q4 2023 and held it in 5 quarters. The position peaked at $229K in Q1 2024. 1,539 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • Mission Creek Capital Partners reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Mission Creek Capital Partners sold 1,135 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $217K.
  • Mission Creek Capital Partners first reported a position in iShares S&P 500 Value ETF in Q4 2023 and held it in 5 quarters.
  • Mission Creek Capital Partners's iShares S&P 500 Value ETF position peaked at $229K in Q1 2024.
  • 1,539 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Mission Creek Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.