Progressive Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Progressive Investment Management’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	–	Sell	-375	Closed	-$73.9K	–	58
2024 Q3	$73.9K	Hold	375	–	–	0.02%	58
2024 Q2	$68.3K	Hold	375	–	–	0.02%	58
2024 Q1	$70.1K	Hold	375	–	–	0.02%	57
2023 Q4	$65.2K	Sell	375 -1,525	-80%	-$245K	0.02%	57
2023 Q3	$292K	Hold	1,900	–	–	0.09%	46
2023 Q2	$306K	Hold	1,900	–	–	0.1%	43
2023 Q1	$288K	Hold	1,900	–	–	0.09%	45
2022 Q4	$276K	Hold	1,900	–	–	0.11%	44
2022 Q3	$244K	Hold	1,900	–	–	0.1%	44
2022 Q2	$261K	Hold	1,900	–	–	0.1%	43
2022 Q1	$296K	Hold	1,900	–	–	0.09%	44
2021 Q4	$298K	Hold	1,900	–	–	0.08%	48
2021 Q3	$276K	Buy	+1,900	New	+$283K	0.08%	47

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Progressive Investment Management's IVE Position: Q4 2024 in Review

Progressive Investment Management sold out of iShares S&P 500 Value ETF (IVE) in Q4 2024, closing a stake of 375 shares — an estimated $73.9K sold.

Progressive Investment Management first reported a position in IVE in Q3 2021 and held it in 13 quarters. The position peaked at $306K in Q2 2023. 1,557 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

Progressive Investment Management reported no remaining iShares S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
Progressive Investment Management sold 375 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $73.9K.
Progressive Investment Management first reported a position in iShares S&P 500 Value ETF in Q3 2021 and held it in 13 quarters.
Progressive Investment Management's iShares S&P 500 Value ETF position peaked at $306K in Q2 2023.
1,557 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on Progressive Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.