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Pandora Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Pandora Wealth’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 		$6.71M Sell
31,659
-211
-0.7% -$44.2K 4.08% 8
2025
Q3 		$6.58M Sell
31,870
-236
-0.7% -$47.4K 3.98% 8
2025
Q2 		$6.27M Sell
32,106
-228
-0.7% -$42.5K 3.86% 7
2025
Q1 		$6.16M Buy
+32,334
New +$6.26M 4.05% 7

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

Pandora Wealth's IVE Position: Q4 2025 in Review

Pandora Wealth reduced its iShares S&P 500 Value ETF (IVE) stake by 0.66% in Q4 2025, selling an estimated $44.2K and leaving 31,659 shares worth $6.71M. The position accounts for 4.08% of the portfolio, ranked #8.

Pandora Wealth first reported a position in IVE in Q1 2025 and has held it in 4 quarters since. 1,684 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • Pandora Wealth held 31,659 shares of iShares S&P 500 Value ETF worth $6.71M as of Q4 2025.
  • Pandora Wealth sold 211 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $44.2K.
  • iShares S&P 500 Value ETF made up 4.08% of Pandora Wealth's portfolio in Q4 2025, its #8 holding.
  • Pandora Wealth first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,684 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.