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

Rise Advisors’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
Q4 		– Sell
-256
Closed -$53K – 759
2025
Q3 		$53K Buy
256
+1
+0.4% +$201 0.02% 242
2025
Q2 		$49.9K Buy
255
+1
+0.4% +$186 0.02% 235
2025
Q1 		$48.5K Buy
254
+1
+0.4% +$194 0.02% 231
2024
Q4 		$48.4K Buy
253
+1
+0.4% +$198 0.02% 236
2024
Q3 		$49.7K Buy
252
+2
+0.8% +$380 0.02% 242
2024
Q2 		$45.6K Buy
250
+1
+0.4% +$182 0.02% 248
2024
Q1 		$46.6K Buy
249
+1
+0.4% +$178 0.02% 244
2023
Q4 		$43.1K Buy
248
+2
+0.8% +$321 0.03% 174
2023
Q3 		$37.8K Sell
246
-191
-44% -$30.9K 0.03% 163
2023
Q2 		$70.5K Buy
437
+1
+0.2% +$154 0.05% 126
2023
Q1 		$66.2K Buy
436
+2
+0.5% +$302 0.05% 137
2022
Q4 		$62.9K Buy
434
+3
+0.7% +$428 0.05% 135
2022
Q3 		$55K Buy
431
+3
+0.7% +$425 0.05% 139
2022
Q2 		$59K Buy
428
+188
+78% +$27.7K 0.06% 130
2022
Q1 		$37K Buy
240
+2
+0.8% +$308 0.03% 179
2021
Q4 		$37.4K Buy
+238
New +$36.2K 0.04% 181

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rise Advisors's IVE Position: Q4 2025 in Review

Rise Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 256 shares — an estimated $53K sold.

Rise Advisors first reported a position in IVE in Q4 2021 and held it in 16 quarters. The position peaked at $70.5K in Q2 2023. 1,691 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • Rise Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 256 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $53K.
  • Rise Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's iShares S&P 500 Value ETF position peaked at $70.5K in Q2 2023.
  • 1,691 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.