PCA Investment Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

PCA Investment Advisory Services’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 Q1	–	Sell	-2,704	Closed	-$516K	–	94
2024 Q4	$516K	Sell	2,704 -16	-0.6%	-$3.17K	0.24%	61
2024 Q3	$536K	Sell	2,720 -13	-0.5%	-$2.47K	0.25%	59
2024 Q2	$497K	Buy	2,733 +1	+0%	+$182	0.26%	54
2024 Q1	$510K	Buy	2,732 +144	+6%	+$25.6K	0.29%	55
2023 Q4	$450K	Buy	2,588 +114	+5%	+$18.3K	0.3%	53
2023 Q3	$381K	Buy	2,474 +11	+0.4%	+$1.78K	0.27%	60
2023 Q2	$397K	Sell	2,463 -34	-1%	-$5.23K	0.24%	63
2023 Q1	$379K	Buy	+2,497	New	+$377K	0.27%	65

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

PCA Investment Advisory Services's IVE Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 2,704 shares — an estimated $516K sold.

PCA Investment Advisory Services first reported a position in IVE in Q1 2023 and held it in 8 quarters. The position peaked at $536K in Q3 2024. 1,539 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

PCA Investment Advisory Services reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 2,704 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $516K.
PCA Investment Advisory Services first reported a position in iShares S&P 500 Value ETF in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's iShares S&P 500 Value ETF position peaked at $536K in Q3 2024.
1,539 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.