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

Pitcairn’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
Q3 		– Sell
-4,000
Closed -$782K – 672
2025
Q2 		$782K Hold
4,000
– – 0.05% 310
2025
Q1 		$762K Buy
+4,000
New +$774K 0.05% 317
2024
Q4 		– Sell
-4,350
Closed -$858K – 723
2024
Q3 		$858K Buy
+4,350
New +$826K 0.05% 298

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
LPL Financial
LPL Financial San Diego, California $377B 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 $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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Pitcairn's IVE Position: Q3 2025 in Review

Pitcairn sold out of iShares S&P 500 Value ETF (IVE) in Q3 2025, closing a stake of 4,000 shares — an estimated $782K sold.

Pitcairn first reported a position in IVE in Q3 2024 and held it in 3 quarters. The position peaked at $858K in Q3 2024. 1,570 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

  • Pitcairn reported no remaining iShares S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Pitcairn sold 4,000 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $782K.
  • Pitcairn first reported a position in iShares S&P 500 Value ETF in Q3 2024 and held it in 3 quarters.
  • Pitcairn's iShares S&P 500 Value ETF position peaked at $858K in Q3 2024.
  • 1,570 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Pitcairn's 13F filing for Q3 2025, filed 12 Nov 2025.