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My Personal CFO LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

My Personal CFO LLC’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
Q4 		– Sell
-3,114
Closed -$643K – 131
2025
Q3 		$643K Buy
+3,114
New +$625K 0.25% 52
2023
Q1 		– Sell
-490
Closed -$71.1K – 437
2022
Q4 		$71.1K Buy
+490
New +$70K 0.07% 113

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

My Personal CFO LLC's IVE Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 3,114 shares — an estimated $643K sold.

My Personal CFO LLC first reported a position in IVE in Q4 2022 and held it in 2 quarters. The position peaked at $643K in Q3 2025. 1,686 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • My Personal CFO LLC reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 3,114 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $643K.
  • My Personal CFO LLC first reported a position in iShares S&P 500 Value ETF in Q4 2022 and held it in 2 quarters.
  • My Personal CFO LLC's iShares S&P 500 Value ETF position peaked at $643K in Q3 2025.
  • 1,686 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.