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Mullaney, Keating & Wright’s iShares S&P 500 Value ETF IVE Stock Holding History

Mullaney, Keating & Wright’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
2026
Q2 		$1.85M Sell
8,132
-152
-2% -$34K 0.89% 21
2026
Q1 		$1.75M Sell
8,284
-383
-4% -$82.9K 0.95% 20
2025
Q4 		$1.84M Sell
8,667
-1,874
-18% -$393K 0.97% 20
2025
Q3 		$2.18M Sell
10,541
-13,580
-56% -$2.73M 1.21% 17
2025
Q2 		$4.71M Sell
24,121
-118
-0.5% -$22K 3.09% 9
2025
Q1 		$4.62M Buy
24,239
+12,827
+112% +$2.48M 3.11% 8
2024
Q4 		$2.18M Buy
11,412
+300
+3% +$59.5K 1.47% 13
2024
Q3 		$2.19M Buy
11,112
+168
+2% +$31.9K 1.52% 11
2024
Q2 		$1.99M Buy
+10,944
New +$1.99M 1.54% 11

Other funds holding IVE

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return