UFA
IVE icon

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

Uptown Financial Advisors’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 		– Sell
-1,518
Closed -$289K – 77
2025
Q1 		$289K Buy
1,518
+159
+12% +$30.8K 0.3% 49
2024
Q4 		$259K Buy
+1,359
New +$270K 0.28% 51

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Uptown Financial Advisors's IVE Position: Q2 2025 in Review

Uptown Financial Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 1,518 shares — an estimated $289K sold.

Uptown Financial Advisors first reported a position in IVE in Q4 2024 and held it in 2 quarters. The position peaked at $289K in Q1 2025. 1,537 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

  • Uptown Financial Advisors reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Uptown Financial Advisors sold 1,518 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $289K.
  • Uptown Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2024 and held it in 2 quarters.
  • Uptown Financial Advisors's iShares S&P 500 Value ETF position peaked at $289K in Q1 2025.
  • 1,537 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Uptown Financial Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.