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RPS Advisory Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

RPS Advisory Solutions’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
Q1 		– Sell
-9,799
Closed -$1.87M – 100
2024
Q4 		$1.87M Buy
9,799
+8,399
+600% +$1.67M 1.16% 22
2024
Q3 		$276K Sell
1,400
-2,440
-64% -$463K 0.2% 79
2024
Q2 		$699K Buy
+3,840
New +$699K 0.64% 37

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RPS Advisory Solutions's IVE Position: Q1 2025 in Review

RPS Advisory Solutions sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 9,799 shares — an estimated $1.87M sold.

RPS Advisory Solutions first reported a position in IVE in Q2 2024 and held it in 3 quarters. The position peaked at $1.87M in Q4 2024. 1,528 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • RPS Advisory Solutions reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • RPS Advisory Solutions sold 9,799 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $1.87M.
  • RPS Advisory Solutions first reported a position in iShares S&P 500 Value ETF in Q2 2024 and held it in 3 quarters.
  • RPS Advisory Solutions's iShares S&P 500 Value ETF position peaked at $1.87M in Q4 2024.
  • 1,528 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on RPS Advisory Solutions's 13F filing for Q1 2025, filed 9 May 2025.