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

Perissos Private 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
Q1 		– Sell
-1,419
Closed -$271K – 81
2024
Q4 		$271K Buy
1,419
+26
+2% +$5.16K 0.2% 69
2024
Q3 		$275K Sell
1,393
-5,004
-78% -$951K 0.22% 68
2024
Q2 		$1.16M Sell
6,397
-7,380
-54% -$1.34M 1.04% 30
2024
Q1 		$2.57M Buy
+13,777
New +$2.45M 2.33% 13

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Perissos Private Wealth Management's IVE Position: Q1 2025 in Review

Perissos Private Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 1,419 shares — an estimated $271K sold.

Perissos Private Wealth Management first reported a position in IVE in Q1 2024 and held it in 4 quarters. The position peaked at $2.57M in Q1 2024. 1,528 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • Perissos Private Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Perissos Private Wealth Management sold 1,419 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $271K.
  • Perissos Private Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and held it in 4 quarters.
  • Perissos Private Wealth Management's iShares S&P 500 Value ETF position peaked at $2.57M in Q1 2024.
  • 1,528 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Perissos Private Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.