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Vermillion & White Wealth Management Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Vermillion & White Wealth Management Group’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
Q1 		– Sell
-121
Closed -$23.1K – 542
2024
Q4 		$23.1K Hold
121
– – 0.02% 185
2024
Q3 		$23.9K Hold
121
– – 0.02% 171
2024
Q2 		$22K Hold
121
– – 0.02% 176
2024
Q1 		$22.6K Buy
+121
New +$21.5K 0.02% 163

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
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

Vermillion & White Wealth Management Group's IVE Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 121 shares — an estimated $23.1K sold.

Vermillion & White Wealth Management Group first reported a position in IVE in Q1 2024 and held it in 4 quarters. The position peaked at $23.9K in Q3 2024. 1,539 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • Vermillion & White Wealth Management Group reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 121 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $23.1K.
  • Vermillion & White Wealth Management Group first reported a position in iShares S&P 500 Value ETF in Q1 2024 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's iShares S&P 500 Value ETF position peaked at $23.9K in Q3 2024.
  • 1,539 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.