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

Private Portfolio 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
2024
Q4 		$219K Buy
1,145
+1
+0.1% +$198 0.04% 277
2024
Q3 		$226K Buy
+1,144
New +$217K 0.04% 273
2024
Q2 		– Sell
-1,142
Closed -$213K – 165
2024
Q1 		$213K Buy
+1,142
New +$203K 0.04% 255
2019
Q1 		– Sell
-3,011
Closed -$305K – 196
2018
Q4 		$305K Buy
+3,011
New +$329K 0.19% 126

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Private Portfolio Partners's IVE Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares S&P 500 Value ETF (IVE) stake by 0.09% in Q4 2024, buying an estimated $198 and bringing the position to 1,145 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #277.

Private Portfolio Partners first reported a position in IVE in Q4 2018 and has held it in 4 quarters since. The position peaked at $305K in Q4 2018. 1,550 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

  • Private Portfolio Partners held 1,145 shares of iShares S&P 500 Value ETF worth $219K as of Q4 2024.
  • Private Portfolio Partners bought 1 iShares S&P 500 Value ETF share in Q4 2024, an estimated $198.
  • iShares S&P 500 Value ETF made up 0.04% of Private Portfolio Partners's portfolio in Q4 2024, its #277 holding.
  • Private Portfolio Partners first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 4 quarters since.
  • Private Portfolio Partners's iShares S&P 500 Value ETF position peaked at $305K in Q4 2018.
  • 1,550 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.