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

PrairieView Partners’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 Q2	$51K	Hold	262	–	–	﹤0.01%	188
2025 Q1	$49K	Hold	262	–	–	0.01%	190
2024 Q4	$50K	Hold	262	–	–	0.01%	198
2024 Q3	$51K	Hold	262	–	–	0.01%	194
2024 Q2	$47K	Hold	262	–	–	0.01%	211
2024 Q1	$49K	Hold	262	–	–	0.01%	189
2023 Q4	$46K	Hold	262	–	–	0.01%	186
2023 Q3	$40K	Hold	262	–	–	0.01%	193
2023 Q2	$42K	Hold	262	–	–	0.01%	208
2023 Q1	$39K	Hold	262	–	–	0.01%	202
2022 Q4	$38K	Hold	262	–	–	0.01%	214
2022 Q3	$34K	Hold	262	–	–	0.01%	207
2022 Q2	$36K	Hold	262	–	–	0.01%	221
2022 Q1	$41K	Hold	262	–	–	0.01%	219
2021 Q4	$41K	Hold	262	–	–	0.01%	233
2021 Q3	$38K	Sell	262 -13	-5%	-$1.94K	0.01%	192
2021 Q2	$41K	Hold	275	–	–	0.01%	183
2021 Q1	$39K	Hold	275	–	–	0.01%	185
2020 Q4	$35K	Hold	275	–	–	0.01%	180
2020 Q3	$31K	Hold	275	–	–	0.01%	177
2020 Q2	$30K	Hold	275	–	–	0.01%	170
2020 Q1	$26K	Buy	+275	New	+$32.7K	0.01%	170

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PrairieView Partners's IVE Position: Q2 2025 in Review

PrairieView Partners held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2025 at 262 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

PrairieView Partners first reported a position in IVE in Q1 2020 and has held it in 22 quarters since. 1,529 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

PrairieView Partners held 262 shares of iShares S&P 500 Value ETF worth $51K as of Q2 2025.
PrairieView Partners left its iShares S&P 500 Value ETF share count unchanged in Q2 2025.
iShares S&P 500 Value ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #188 holding.
PrairieView Partners first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 22 quarters since.
1,529 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.