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Vertex Planning Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Vertex Planning Partners’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
Q4 		– Sell
-41,412
Closed -$8.55M – 159
2025
Q3 		$8.55M Buy
41,412
+1,286
+3% +$258K 1.64% 17
2025
Q2 		$7.84M Buy
40,126
+1,570
+4% +$292K 1.64% 17
2025
Q1 		$7.35M Buy
38,556
+11,892
+45% +$2.3M 1.6% 18
2024
Q4 		$5.09M Buy
26,664
+444
+2% +$88.1K 1.12% 21
2024
Q3 		$5.17M Buy
26,220
+1,190
+5% +$226K 1.24% 18
2024
Q2 		$4.56M Buy
25,030
+5,035
+25% +$917K 1.18% 18
2024
Q1 		$3.74M Buy
19,995
+18,634
+1,369% +$3.31M 1.03% 17
2023
Q4 		$237K Hold
1,361
– – 0.07% 143
2023
Q3 		$209K Hold
1,361
– – 0.07% 131
2023
Q2 		$219K Hold
1,361
– – 0.07% 128
2023
Q1 		$207K Sell
1,361
-416
-23% -$62.9K 0.08% 118
2022
Q4 		$258K Buy
+1,777
New +$254K 0.1% 123

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vertex Planning Partners's IVE Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 41,412 shares — an estimated $8.55M sold.

Vertex Planning Partners first reported a position in IVE in Q4 2022 and held it in 12 quarters. The position peaked at $8.55M in Q3 2025. 1,691 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • Vertex Planning Partners reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 41,412 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $8.55M.
  • Vertex Planning Partners first reported a position in iShares S&P 500 Value ETF in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's iShares S&P 500 Value ETF position peaked at $8.55M in Q3 2025.
  • 1,691 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.