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

Patten & Patten’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
2026
Q1 		$221K Hold
1,048
– – 0.01% 326
2025
Q4 		$222K Buy
1,048
+48
+5% +$10.1K 0.01% 327
2025
Q3 		$207K Sell
1,000
-168
-14% -$33.7K 0.01% 341
2025
Q2 		$228K Sell
1,168
-22
-2% -$4.1K 0.01% 296
2025
Q1 		$227K Hold
1,190
– – 0.02% 298
2024
Q4 		$227K Sell
1,190
-4
-0.3% -$793 0.02% 293
2024
Q3 		$235K Sell
1,194
-10
-0.8% -$1.9K 0.02% 288
2024
Q2 		$219K Buy
1,204
+4
+0.3% +$729 0.02% 289
2024
Q1 		$224K Hold
1,200
– – 0.02% 290
2023
Q4 		$209K Buy
+1,200
New +$193K 0.02% 274

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 $1.47T 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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B AUM 30.22% 1-Year Est. Return