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

Persium 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
Q4 		– Sell
-1,126
Closed -$233K – 65
2025
Q3 		$233K Hold
1,126
– – 0.17% 60
2025
Q2 		$220K Hold
1,126
– – 0.18% 59
2025
Q1 		$215K Hold
1,126
– – 0.2% 54
2024
Q4 		$215K Buy
+1,126
New +$223K 0.21% 55

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Persium Advisors's IVE Position: Q4 2025 in Review

Persium Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 1,126 shares — an estimated $233K sold.

Persium Advisors first reported a position in IVE in Q4 2024 and held it in 4 quarters. The position peaked at $233K in Q3 2025. 1,691 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • Persium Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Persium Advisors sold 1,126 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $233K.
  • Persium Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2024 and held it in 4 quarters.
  • Persium Advisors's iShares S&P 500 Value ETF position peaked at $233K in Q3 2025.
  • 1,691 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Persium Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.