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Summit Financial Consulting’s iShares S&P 500 Value ETF IVE Stock Holding History

Summit Financial Consulting’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
Q3 		– Sell
-10,962
Closed -$2.14M – 44
2025
Q2 		$2.14M Buy
+10,962
New +$2.04M 1.93% 11

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Summit Financial Consulting's IVE Position: Q3 2025 in Review

Summit Financial Consulting sold out of iShares S&P 500 Value ETF (IVE) in Q3 2025, closing a stake of 10,962 shares — an estimated $2.14M sold.

Summit Financial Consulting first reported a position in IVE in Q2 2025 and held it in 1 quarter. The position peaked at $2.14M in Q2 2025. 1,570 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

  • Summit Financial Consulting reported no remaining iShares S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Summit Financial Consulting sold 10,962 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $2.14M.
  • Summit Financial Consulting first reported a position in iShares S&P 500 Value ETF in Q2 2025 and held it in 1 quarter.
  • Summit Financial Consulting's iShares S&P 500 Value ETF position peaked at $2.14M in Q2 2025.
  • 1,570 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Summit Financial Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.