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

Tenon Financial’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	–	Sell	-1,187	Closed	-$234K	–	47
2024 Q3	$234K	Buy	+1,187	New	+$225K	0.16%	43

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tenon Financial's IVE Position: Q4 2024 in Review

Tenon Financial sold out of iShares S&P 500 Value ETF (IVE) in Q4 2024, closing a stake of 1,187 shares — an estimated $234K sold.

Tenon Financial first reported a position in IVE in Q3 2024 and held it in 1 quarter. The position peaked at $234K in Q3 2024. 1,557 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

Tenon Financial reported no remaining iShares S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
Tenon Financial sold 1,187 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $234K.
Tenon Financial first reported a position in iShares S&P 500 Value ETF in Q3 2024 and held it in 1 quarter.
Tenon Financial's iShares S&P 500 Value ETF position peaked at $234K in Q3 2024.
1,557 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on Tenon Financial's 13F filing for Q4 2024, filed 28 Jan 2025.