Wealth Advisors of Tampa Bay’s iShares S&P 500 Value ETF IVE Stock Holding History

Wealth Advisors of Tampa Bay’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	-378	Closed	-$72K	–	119
2025 Q1	$72K	Buy	+378	New	+$73.1K	0.03%	119
2023 Q4	–	Sell	-2,642	Closed	-$406K	–	90
2023 Q3	$406K	Buy	2,642 +1,321	+100%	+$214K	0.11%	72
2023 Q2	$213K	Sell	1,321 -280	-17%	-$43.1K	0.12%	71
2023 Q1	$243K	Hold	1,601	–	–	0.14%	68
2022 Q4	$232K	Sell	1,601 -135	-8%	-$19.3K	0.14%	67
2022 Q3	$223K	Sell	1,736 -1,736	-50%	-$246K	0.15%	70
2022 Q2	$477K	Sell	3,472 -34	-1%	-$5.02K	0.15%	70
2022 Q1	$546K	Hold	3,506	–	–	0.15%	71
2021 Q4	$549K	Buy	3,506 +1,753	+100%	+$267K	0.13%	79
2021 Q3	$255K	Hold	1,753	–	–	0.14%	77
2021 Q2	$259K	Buy	1,753 +283	+19%	+$41.7K	0.14%	79
2021 Q1	$208K	Buy	+1,470	New	+$198K	0.12%	81

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Advisors of Tampa Bay's IVE Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 378 shares — an estimated $72K sold.

Wealth Advisors of Tampa Bay first reported a position in IVE in Q1 2021 and held it in 12 quarters. The position peaked at $549K in Q4 2021. 1,530 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 378 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $72K.
Wealth Advisors of Tampa Bay first reported a position in iShares S&P 500 Value ETF in Q1 2021 and held it in 12 quarters.
Wealth Advisors of Tampa Bay's iShares S&P 500 Value ETF position peaked at $549K in Q4 2021.
1,530 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.