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Sensible Financial Planning & Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Sensible Financial Planning & 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
-1,251
Closed -$247K – 38
2024
Q3 		$247K Buy
+1,251
New +$238K 0.05% 48
2022
Q2 		– Sell
-1,441
Closed -$224K – 50
2022
Q1 		$224K Hold
1,441
– – 0.06% 41
2021
Q4 		$226K Hold
1,441
– – 0.06% 42
2021
Q3 		$210K Hold
1,441
– – 0.07% 42
2021
Q2 		$213K Sell
1,441
-2,059
-59% -$303K 0.07% 43
2021
Q1 		$494K Hold
3,500
– – 0.18% 33
2020
Q4 		$448K Hold
3,500
– – 0.17% 33
2020
Q3 		$394K Sell
3,500
-633
-15% -$71.7K 0.16% 29
2020
Q2 		$447K Hold
4,133
– – 0.19% 29
2020
Q1 		$398K Hold
4,133
– – 0.19% 29
2019
Q4 		$538K Sell
4,133
-8
-0.2% -$995 0.23% 28
2019
Q3 		$493K Hold
4,141
– – 0.21% 26
2019
Q2 		$483K Buy
4,141
+641
+18% +$73.4K 0.21% 25
2019
Q1 		$395K Hold
3,500
– – 0.18% 26
2018
Q4 		$354K Sell
3,500
-26
-0.7% -$2.84K 0.17% 26
2018
Q3 		$408K Hold
3,526
– – 0.19% 23
2018
Q2 		$388K Hold
3,526
– – 0.18% 23
2018
Q1 		$386K Buy
3,526
+75
+2% +$8.57K 0.18% 23
2017
Q4 		$394K Buy
+3,451
New +$382K 0.2% 23
2016
Q4 		– Sell
-1,582
Closed -$150K – 47
2016
Q3 		$150K Hold
1,582
– – 0.1% 30
2016
Q2 		$147K Buy
1,582
+1
+0.1% +$92 0.1% 30
2016
Q1 		$142K Sell
1,581
-2,305
-59% -$197K 0.1% 30
2015
Q4 		$344K Hold
3,886
– – 0.26% 22
2015
Q3 		$327K Sell
3,886
-109
-3% -$9.75K 0.26% 22
2015
Q2 		$368K Buy
3,995
+47
+1% +$4.43K 0.3% 23
2015
Q1 		$365K Buy
3,948
+1,548
+65% +$144K 0.33% 26
2014
Q4 		$225K Sell
2,400
-89
-4% -$8.15K 0.23% 32
2014
Q3 		$225K Buy
+2,489
New +$226K 0.2% 30

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 $1.88B AUM 29.07% 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

Sensible Financial Planning & Management's IVE Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of iShares S&P 500 Value ETF (IVE) in Q4 2024, closing a stake of 1,251 shares — an estimated $247K sold.

Sensible Financial Planning & Management first reported a position in IVE in Q3 2014 and held it in 28 quarters. The position peaked at $538K in Q4 2019. 1,551 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

  • Sensible Financial Planning & Management reported no remaining iShares S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 1,251 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $247K.
  • Sensible Financial Planning & Management first reported a position in iShares S&P 500 Value ETF in Q3 2014 and held it in 28 quarters.
  • Sensible Financial Planning & Management's iShares S&P 500 Value ETF position peaked at $538K in Q4 2019.
  • 1,551 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.