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Wealth Management Nebraska’s iShares S&P 500 Value ETF IVE Stock Holding History

Wealth Management Nebraska’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
-1,354
Closed -$258K – 84
2025
Q1 		$258K Buy
+1,354
New +$262K 0.04% 60

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Management Nebraska's IVE Position: Q2 2025 in Review

Wealth Management Nebraska sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 1,354 shares — an estimated $258K sold.

Wealth Management Nebraska first reported a position in IVE in Q1 2025 and held it in 1 quarter. The position peaked at $258K in Q1 2025. 1,529 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

  • Wealth Management Nebraska reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Management Nebraska sold 1,354 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $258K.
  • Wealth Management Nebraska first reported a position in iShares S&P 500 Value ETF in Q1 2025 and held it in 1 quarter.
  • Wealth Management Nebraska's iShares S&P 500 Value ETF position peaked at $258K in Q1 2025.
  • 1,529 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Wealth Management Nebraska's 13F filing for Q2 2025, filed 23 Jul 2025.