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Mowery & Schoenfeld Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Mowery & Schoenfeld Wealth 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
Q2 		– Sell
-151
Closed -$28.8K – 429
2025
Q1 		$28.8K Buy
+151
New +$29.2K 0.06% 176

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's IVE Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 151 shares — an estimated $28.8K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IVE in Q1 2025 and held it in 1 quarter. The position peaked at $28.8K in Q1 2025. 1,529 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 151 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $28.8K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares S&P 500 Value ETF position peaked at $28.8K in Q1 2025.
  • 1,529 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.