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

Parkworth Wealth Management’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 		$14.5K Hold
74
– – 0.01% 137
2025
Q1 		$14.1K Hold
74
– – 0.01% 125
2024
Q4 		$14.1K Buy
+74
New +$14.7K 0.01% 125

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Parkworth Wealth Management's IVE Position: Q2 2025 in Review

Parkworth Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2025 at 74 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #137.

Parkworth Wealth Management first reported a position in IVE in Q4 2024 and has held it in 3 quarters since. 1,529 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

  • Parkworth Wealth Management held 74 shares of iShares S&P 500 Value ETF worth $14.5K as of Q2 2025.
  • Parkworth Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2025.
  • iShares S&P 500 Value ETF made up 0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #137 holding.
  • Parkworth Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,529 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.