SWM
IVE icon

Sugarloaf Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$296K Buy
1,550
+2
+0.1% +$397 0.06% 127
2024
Q3 		$305K Sell
1,548
-2
-0.1% -$380 0.06% 115
2024
Q2 		$282K Buy
1,550
+24
+2% +$4.37K 0.06% 118
2024
Q1 		$285K Buy
1,526
+221
+17% +$39.3K 0.06% 118
2023
Q4 		$227K Buy
1,305
+1
+0.1% +$161 0.05% 127
2023
Q3 		$201K Buy
1,304
+10
+0.8% +$1.62K 0.05% 129
2023
Q2 		$209K Buy
1,294
+33
+3% +$5.08K 0.05% 130
2023
Q1 		$192K Hold
1,261
– – 0.05% 136
2022
Q4 		$183K Sell
1,261
-10
-0.8% -$1.43K 0.05% 132
2022
Q3 		$164K Hold
1,271
– – 0.04% 143
2022
Q2 		$175K Buy
1,271
+1
+0.1% +$148 0.04% 135
2022
Q1 		$198K Sell
1,270
-49
-4% -$7.54K 0.05% 124
2021
Q4 		$206K Buy
1,319
+27
+2% +$4.11K 0.05% 123
2021
Q3 		$188K Hold
1,292
– – 0.05% 128
2021
Q2 		$191K Buy
1,292
+272
+27% +$40.1K 0.05% 130
2021
Q1 		$182 Sell
1,020
-409
-29% -$55.1K 0.05% 133
2020
Q4 		$183K Buy
1,429
+901
+171% +$109K 0.06% 124
2020
Q3 		$59K Buy
528
+86
+19% +$9.75K 0.02% 214
2020
Q2 		$48K Buy
442
+2
+0.5% +$212 0.02% 242
2020
Q1 		$42K Sell
440
-2,655
-86% -$316K 0.02% 241
2019
Q4 		$403K Buy
+3,095
New +$385K 0.17% 87

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sugarloaf Wealth Management's IVE Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.13% in Q4 2024, buying an estimated $397 and bringing the position to 1,550 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #127.

Sugarloaf Wealth Management first reported a position in IVE in Q4 2019 and has held it in 21 quarters since. The position peaked at $403K in Q4 2019. 1,550 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

  • Sugarloaf Wealth Management held 1,550 shares of iShares S&P 500 Value ETF worth $296K as of Q4 2024.
  • Sugarloaf Wealth Management bought 2 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $397.
  • iShares S&P 500 Value ETF made up 0.06% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #127 holding.
  • Sugarloaf Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares S&P 500 Value ETF position peaked at $403K in Q4 2019.
  • 1,550 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.