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

SVB Wealth’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
Q1 		– Sell
-3,187
Closed -$608K – 1634
2024
Q4 		$608K Buy
+3,187
New +$632K 0.01% 394
2024
Q3 		– Sell
-3,187
Closed -$580K – 313
2024
Q2 		$580K Sell
3,187
-1
-0% -$182 0.01% 404
2024
Q1 		$596K Sell
3,188
-85
-3% -$15.1K 0.01% 436
2023
Q4 		$569K Buy
3,273
+1
+0% +$161 0.01% 451
2023
Q3 		$503K Sell
3,272
-708
-18% -$114K 0.01% 458
2023
Q2 		$641K Sell
3,980
-5,078
-56% -$781K 0.01% 427
2023
Q1 		$1.37M Sell
9,058
-3,072
-25% -$464K 0.02% 332
2022
Q4 		$1.76M Sell
12,130
-23
-0.2% -$3.28K 0.02% 290
2022
Q3 		$1.56M Buy
12,153
+2,867
+31% +$406K 0.02% 286
2022
Q2 		$1.28M Buy
9,286
+1
+0% +$148 0.02% 281
2022
Q1 		$1.45M Hold
9,285
– – 0.02% 272
2021
Q4 		$1.45M Sell
9,285
-49
-0.5% -$7.45K 0.02% 256
2021
Q3 		$1.36M Sell
9,334
-1,494
-14% -$223K 0.02% 325
2021
Q2 		$1.6M Sell
10,828
-65
-0.6% -$9.57K 0.02% 293
2021
Q1 		$1.54M Sell
10,893
-202
-2% -$27.2K 0.02% 278
2020
Q4 		$1.42M Sell
11,095
-340
-3% -$41.1K 0.02% 275
2020
Q3 		$1.29M Buy
11,435
+538
+5% +$61K 0.02% 259
2020
Q2 		$1.18M Buy
10,897
+10,564
+3,172% +$1.12M 0.02% 254
2020
Q1 		$32K Sell
333
-10,895
-97% -$1.3M ﹤0.01% 524
2019
Q4 		$1.46M Buy
11,228
+806
+8% +$100K 0.03% 249
2019
Q3 		$1.24M Buy
10,422
+203
+2% +$23.8K 0.02% 250
2019
Q2 		$1.19M Buy
+10,219
New +$1.17M 0.04% 263

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SVB Wealth's IVE Position: Q1 2025 in Review

SVB Wealth sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 3,187 shares — an estimated $608K sold.

SVB Wealth first reported a position in IVE in Q2 2019 and held it in 22 quarters. The position peaked at $1.76M in Q4 2022. 1,539 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • SVB Wealth reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 3,187 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $608K.
  • SVB Wealth first reported a position in iShares S&P 500 Value ETF in Q2 2019 and held it in 22 quarters.
  • SVB Wealth's iShares S&P 500 Value ETF position peaked at $1.76M in Q4 2022.
  • 1,539 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.