Tyler-Stone Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Tyler-Stone 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
2025 Q2	$756K	Hold	3,867	–	–	0.12%	154
2025 Q1	$737K	Hold	3,867	–	–	0.13%	144
2024 Q4	$738K	Sell	3,867 -270	-7%	-$53.6K	0.13%	141
2024 Q3	$816K	Buy	4,137 +2,069	+100%	+$393K	0.15%	129
2024 Q2	$376K	Hold	2,068	–	–	0.15%	122
2024 Q1	$386K	Hold	2,068	–	–	0.17%	118
2023 Q4	$360K	Hold	2,068	–	–	0.18%	109
2023 Q3	$318K	Hold	2,068	–	–	0.18%	109
2023 Q2	$333K	Buy	+2,068	New	+$318K	0.19%	105
2022 Q4	$249K	Hold	1,713	–	–	0.17%	125
2022 Q3	$220K	Hold	1,713	–	–	0.17%	123
2022 Q2	$236K	Hold	1,713	–	–	0.16%	130
2022 Q1	$267K	Buy	1,713 +22	+1%	+$3.38K	0.15%	139
2021 Q4	$265K	Buy	+1,691	New	+$257K	0.14%	153

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tyler-Stone Wealth Management's IVE Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2025 at 3,867 shares worth $756K. The position accounts for 0.12% of the portfolio, ranked #154.

Tyler-Stone Wealth Management first reported a position in IVE in Q4 2021 and has held it in 14 quarters since. The position peaked at $816K in Q3 2024. 1,529 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

Tyler-Stone Wealth Management held 3,867 shares of iShares S&P 500 Value ETF worth $756K as of Q2 2025.
Tyler-Stone Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2025.
iShares S&P 500 Value ETF made up 0.12% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #154 holding.
Tyler-Stone Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's iShares S&P 500 Value ETF position peaked at $816K in Q3 2024.
1,529 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.