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

Valued Wealth 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
-52
Closed -$9.91K – 635
2025
Q1 		$9.91K Buy
52
+18
+53% +$3.48K 0.01% 228
2024
Q4 		$6.49K Sell
34
-145
-81% -$28.8K ﹤0.01% 274
2024
Q3 		$35.3K Buy
+179
New +$34K 0.02% 99

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
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

Valued Wealth Advisors's IVE Position: Q2 2025 in Review

Valued Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 52 shares — an estimated $9.91K sold.

Valued Wealth Advisors first reported a position in IVE in Q3 2024 and held it in 3 quarters. The position peaked at $35.3K in Q3 2024. 1,540 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

  • Valued Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 52 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $9.91K.
  • Valued Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2024 and held it in 3 quarters.
  • Valued Wealth Advisors's iShares S&P 500 Value ETF position peaked at $35.3K in Q3 2024.
  • 1,540 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Valued Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.