Priebe Wealth Holdings’s iShares S&P 500 Value ETF IVE Stock Holding History

Priebe Wealth Holdings’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	$400K	Sell	2,045 -462	-18%	-$86.1K	0.35%	41
2025 Q1	$478K	Sell	2,507 -652	-21%	-$126K	0.3%	41
2024 Q4	$603K	Sell	3,159 -50	-2%	-$9.92K	0.41%	33
2024 Q3	$633K	Sell	3,209 -298	-8%	-$56.6K	0.46%	31
2024 Q2	$638K	Sell	3,507 -78	-2%	-$14.2K	0.51%	27
2024 Q1	$670K	Sell	3,585 -193	-5%	-$34.3K	0.52%	24
2023 Q4	$657K	Buy	+3,778	New	+$607K	0.54%	27

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Priebe Wealth Holdings's IVE Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its iShares S&P 500 Value ETF (IVE) stake by 18% in Q2 2025, selling an estimated $86.1K and leaving 2,045 shares worth $400K. The position accounts for 0.35% of the portfolio, ranked #41.

Priebe Wealth Holdings first reported a position in IVE in Q4 2023 and has held it in 7 quarters since. The position peaked at $670K in Q1 2024. 1,537 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

Priebe Wealth Holdings held 2,045 shares of iShares S&P 500 Value ETF worth $400K as of Q2 2025.
Priebe Wealth Holdings sold 462 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $86.1K.
iShares S&P 500 Value ETF made up 0.35% of Priebe Wealth Holdings's portfolio in Q2 2025, its #41 holding.
Priebe Wealth Holdings first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's iShares S&P 500 Value ETF position peaked at $670K in Q1 2024.
1,537 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.