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

Parkside 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
Q2 		$530K Buy
2,714
+504
+23% +$93.9K 0.12% 55
2025
Q1 		$421K Buy
2,210
+1
+0% +$194 0.1% 59
2024
Q4 		$422K Buy
2,209
+88
+4% +$17.5K 0.1% 57
2024
Q3 		$418K Hold
2,121
– – 0.1% 60
2024
Q2 		$386K Hold
2,121
– – 0.1% 61
2024
Q1 		$396K Buy
+2,121
New +$377K 0.1% 63
2020
Q1 		– Sell
-1,597
Closed -$208K – 67
2019
Q4 		$208K Sell
1,597
-1,241
-44% -$154K 0.09% 68
2019
Q3 		$338K Hold
2,838
– – 0.18% 40
2019
Q2 		$331K Sell
2,838
-503
-15% -$57.6K 0.18% 41
2019
Q1 		$377K Sell
3,341
-286
-8% -$31.4K 0.21% 35
2018
Q4 		$367K Buy
3,627
+503
+16% +$55K 0.22% 33
2018
Q3 		$364K Sell
3,124
-182
-6% -$20.9K 0.24% 32
2018
Q2 		$366K Sell
3,306
-100
-3% -$11.1K 0.26% 26
2018
Q1 		$372K Sell
3,406
-518
-13% -$59.2K 0.26% 24
2017
Q4 		$448K Hold
3,924
– – 0.32% 22
2017
Q3 		$423K Hold
3,924
– – 0.3% 22
2017
Q2 		$412K Sell
3,924
-50
-1% -$5.21K 0.29% 24
2017
Q1 		$413K Hold
3,974
– – 0.3% 22
2016
Q4 		$403K Sell
3,974
-275
-6% -$26.8K 0.3% 21
2016
Q3 		$404K Hold
4,249
– – 0.3% 22
2016
Q2 		$395K Hold
4,249
– – 0.28% 21
2016
Q1 		$382K Sell
4,249
-605
-12% -$51.6K 0.27% 22
2015
Q4 		$408K Hold
4,854
– – 0.3% 22
2015
Q3 		$408K Sell
4,854
-944
-16% -$84.4K 0.3% 22
2015
Q2 		$535K Sell
5,798
-150
-3% -$14.2K 0.37% 23
2015
Q1 		$551K Sell
5,948
-223
-4% -$20.7K 0.38% 23
2014
Q4 		$579K Hold
6,171
– – 0.42% 24
2014
Q3 		$556K Sell
6,171
-205
-3% -$18.6K 0.41% 25
2014
Q2 		$576K Sell
6,376
-20
-0.3% -$1.77K 0.41% 24
2014
Q1 		$556K Sell
6,396
-1,409
-18% -$119K 0.43% 22
2013
Q4 		$667K Buy
+7,805
New +$643K 0.55% 21

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Parkside Advisors's IVE Position: Q2 2025 in Review

Parkside Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 23% in Q2 2025, buying an estimated $93.9K and bringing the position to 2,714 shares worth $530K. The position accounts for 0.12% of the portfolio, ranked #55.

Parkside Advisors first reported a position in IVE in Q4 2013 and has held it in 31 quarters since. The position peaked at $667K in Q4 2013. 1,536 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

  • Parkside Advisors held 2,714 shares of iShares S&P 500 Value ETF worth $530K as of Q2 2025.
  • Parkside Advisors bought 504 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $93.9K.
  • iShares S&P 500 Value ETF made up 0.12% of Parkside Advisors's portfolio in Q2 2025, its #55 holding.
  • Parkside Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2013 and has held it in 31 quarters since.
  • Parkside Advisors's iShares S&P 500 Value ETF position peaked at $667K in Q4 2013.
  • 1,536 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.