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Siligmueller & Norvid Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		$5.83M Buy
28,186
+4,429
+19% +$890K 2.62% 10
2025
Q2 		$4.67M Buy
23,757
+617
+3% +$115K 1.81% 17
2025
Q1 		$4.41M Buy
23,140
+1,408
+6% +$272K 1.87% 18
2024
Q4 		$4.15M Buy
+21,732
New +$4.31M 1.77% 18

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IVE Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 19% in Q3 2025, buying an estimated $890K and bringing the position to 28,186 shares worth $5.83M. The position accounts for 2.62% of the portfolio, ranked #10.

Siligmueller & Norvid Wealth Advisors first reported a position in IVE in Q4 2024 and has held it in 4 quarters since. 1,570 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 28,186 shares of iShares S&P 500 Value ETF worth $5.83M as of Q3 2025.
  • Siligmueller & Norvid Wealth Advisors bought 4,429 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $890K.
  • iShares S&P 500 Value ETF made up 2.62% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #10 holding.
  • Siligmueller & Norvid Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,570 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.