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Vantage Financial Partners (Wisconsin)’s iShares S&P 500 Value ETF IVE Stock Holding History

Vantage Financial Partners (Wisconsin)’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
-1,049
Closed -$207K – 195
2024
Q3 		$207K Buy
+1,049
New +$199K 0.05% 179

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Envestnet Asset Management
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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Vantage Financial Partners (Wisconsin)'s IVE Position: Q4 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares S&P 500 Value ETF (IVE) in Q4 2024, closing a stake of 1,049 shares — an estimated $207K sold.

Vantage Financial Partners (Wisconsin) first reported a position in IVE in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 1,560 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining iShares S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 1,049 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $207K.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares S&P 500 Value ETF in Q3 2024 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s iShares S&P 500 Value ETF position peaked at $207K in Q3 2024.
  • 1,560 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2024, filed 6 Feb 2025.