SPP
IVE icon

Single Point Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Single Point Partners’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
2026
Q1 		$274K Hold
1,299
– – 0.05% 69
2025
Q4 		$275K Hold
1,299
– – 0.05% 70
2025
Q3 		$268K Hold
1,299
– – 0.05% 71
2025
Q2 		$254K Hold
1,299
– – 0.06% 72
2025
Q1 		$248K Hold
1,299
– – 0.06% 74
2024
Q4 		$248K Buy
+1,299
New +$258K 0.06% 67
2024
Q2 		– Sell
-1,299
Closed -$243K – 50
2024
Q1 		$243K Hold
1,299
– – 0.06% 69
2023
Q4 		$226K Hold
1,299
– – 0.06% 65
2023
Q3 		$201K Buy
+1,299
New +$210K 0.05% 73
2022
Q2 		– Sell
-2,780
Closed -$433K – 139
2022
Q1 		$433K Buy
2,780
+1,481
+114% +$228K 0.11% 61
2021
Q4 		$203K Buy
+1,299
New +$198K 0.05% 82

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 $1.47T 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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return