Studio Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Studio Investment Management’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	-78	Closed	-$14.9K	–	237
2025 Q1	$14.9K	Hold	78	–	–	﹤0.01%	249
2024 Q4	$14.9K	Hold	78	–	–	﹤0.01%	243
2024 Q3	$15.4K	Hold	78	–	–	﹤0.01%	237
2024 Q2	$14.2K	Hold	78	–	–	﹤0.01%	231
2024 Q1	$14.6K	Hold	78	–	–	﹤0.01%	230
2023 Q4	$13.6K	Hold	78	–	–	﹤0.01%	213
2023 Q3	$12.1K	Hold	78	–	–	﹤0.01%	204
2023 Q2	$12.6K	Hold	78	–	–	﹤0.01%	198
2023 Q1	$11.8K	Hold	78	–	–	﹤0.01%	191
2022 Q4	$11.3K	Hold	78	–	–	﹤0.01%	162
2022 Q3	$10K	Hold	78	–	–	﹤0.01%	148
2022 Q2	$11K	Buy	+78	New	+$11.5K	﹤0.01%	160

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

Studio Investment Management's IVE Position: Q2 2025 in Review

Studio Investment Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 78 shares — an estimated $14.9K sold.

Studio Investment Management first reported a position in IVE in Q2 2022 and held it in 12 quarters. The position peaked at $15.4K in Q3 2024. 1,540 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

Studio Investment Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
Studio Investment Management sold 78 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $14.9K.
Studio Investment Management first reported a position in iShares S&P 500 Value ETF in Q2 2022 and held it in 12 quarters.
Studio Investment Management's iShares S&P 500 Value ETF position peaked at $15.4K in Q3 2024.
1,540 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.