Strategic Investment Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Strategic Investment Solutions’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 Q2	–	Sell	-477	Closed	-$90.9K	–	645
2025 Q1	$90.9K	Hold	477	–	–	0.03%	150
2024 Q4	$91K	Hold	477	–	–	0.03%	150
2024 Q3	$94K	Hold	477	–	–	0.03%	150
2024 Q2	$91K	Buy	+477	New	+$86.9K	0.03%	147
2023 Q4	$82.9K	Sell	477 -29,574	-98%	-$4.75M	0.01%	360
2023 Q3	$4.86M	Buy	30,051 +29,574	+6,200%	+$4.78M	0.06%	145
2023 Q2	$72.9K	Hold	477	–	–	0.01%	253
2023 Q1	$72.4K	Buy	+477	New	+$72.1K	0.01%	303

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Strategic Investment Solutions's IVE Position: Q2 2025 in Review

Strategic Investment Solutions sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 477 shares — an estimated $90.9K sold.

Strategic Investment Solutions first reported a position in IVE in Q1 2023 and held it in 8 quarters. The position peaked at $4.86M in Q3 2023. 1,540 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

Strategic Investment Solutions reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
Strategic Investment Solutions sold 477 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $90.9K.
Strategic Investment Solutions first reported a position in iShares S&P 500 Value ETF in Q1 2023 and held it in 8 quarters.
Strategic Investment Solutions's iShares S&P 500 Value ETF position peaked at $4.86M in Q3 2023.
1,540 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Strategic Investment Solutions's 13F filing for Q2 2025, filed 16 Jul 2025.