Painted Porch Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Painted Porch Advisors’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	-14	Closed	-$2.89K	–	244
2025 Q3	$2.89K	Hold	14	–	–	﹤0.01%	384
2025 Q2	$2.74K	Buy	+14	New	+$2.61K	﹤0.01%	375

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Painted Porch Advisors's IVE Position: Q4 2025 in Review

Painted Porch Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 14 shares — an estimated $2.89K sold.

Painted Porch Advisors first reported a position in IVE in Q2 2025 and held it in 2 quarters. The position peaked at $2.89K in Q3 2025. 1,695 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

Painted Porch Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 14 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $2.89K.
Painted Porch Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2025 and held it in 2 quarters.
Painted Porch Advisors's iShares S&P 500 Value ETF position peaked at $2.89K in Q3 2025.
1,695 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.