Spectrum Wealth Counsel’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Spectrum Wealth Counsel's IVE Position: Q1 2025 in Review
Spectrum Wealth Counsel increased its iShares S&P 500 Value ETF (IVE) stake by 22% in Q1 2025, buying an estimated $2.78M and bringing the position to 80,206 shares worth $15.3M. The position accounts for 1.83% of the portfolio, ranked #11.
Spectrum Wealth Counsel first reported a position in IVE in Q4 2023 and has held it in 6 quarters since. 1,528 funds tracked by Wall St. Rank hold IVE as of Q1 2025.
- Spectrum Wealth Counsel held 80,206 shares of iShares S&P 500 Value ETF worth $15.3M as of Q1 2025.
- Spectrum Wealth Counsel bought 14,368 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $2.78M.
- iShares S&P 500 Value ETF made up 1.83% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #11 holding.
- Spectrum Wealth Counsel first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 6 quarters since.
- 1,528 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.
Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.