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

Schechter Investment 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 Q1	$3.26M	Buy	17,081 +304	+2%	+$58.8K	0.27%	76
2024 Q4	$3.2M	Hold	16,777	–	–	0.25%	79
2024 Q3	$3.31M	Hold	16,777	–	–	0.24%	79
2024 Q2	$3.05M	Hold	16,777	–	–	0.23%	84
2024 Q1	$3.13M	Sell	16,777 -59	-0.4%	-$10.5K	0.23%	75
2023 Q4	$2.93M	Sell	16,836 -159	-0.9%	-$25.6K	0.25%	75
2023 Q3	$2.61M	Hold	16,995	–	–	0.25%	75
2023 Q2	$2.74M	Sell	16,995 -334	-2%	-$51.4K	0.25%	75
2023 Q1	$2.63M	Sell	17,329 -67	-0.4%	-$10.1K	0.24%	80
2022 Q4	$2.52M	Hold	17,396	–	–	0.23%	86
2022 Q3	$2.24M	Sell	17,396 -268	-2%	-$38K	0.22%	81
2022 Q2	$2.43M	Hold	17,664	–	–	0.24%	66
2022 Q1	$2.75M	Hold	17,664	–	–	0.26%	61
2021 Q4	$2.77M	Buy	+17,664	New	+$2.69M	0.25%	70

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Schechter Investment Advisors's IVE Position: Q1 2025 in Review

Schechter Investment Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 1.8% in Q1 2025, buying an estimated $58.8K and bringing the position to 17,081 shares worth $3.26M. The position accounts for 0.27% of the portfolio, ranked #76.

Schechter Investment Advisors first reported a position in IVE in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.31M in Q3 2024. 1,528 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

Schechter Investment Advisors held 17,081 shares of iShares S&P 500 Value ETF worth $3.26M as of Q1 2025.
Schechter Investment Advisors bought 304 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $58.8K.
iShares S&P 500 Value ETF made up 0.27% of Schechter Investment Advisors's portfolio in Q1 2025, its #76 holding.
Schechter Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's iShares S&P 500 Value ETF position peaked at $3.31M in Q3 2024.
1,528 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.