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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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return