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

Wealth Quarterback’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
-969
Closed -$200K – 157
2025
Q3 		$200K Buy
+969
New +$195K 0.08% 151
2024
Q4 		– Sell
-1,465
Closed -$289K – 125
2024
Q3 		$289K Sell
1,465
-3
-0.2% -$570 0.15% 98
2024
Q2 		$267K Buy
1,468
+50
+4% +$9.11K 0.15% 92
2024
Q1 		$265K Buy
1,418
+3
+0.2% +$533 0.15% 97
2023
Q4 		$246K Sell
1,415
-123
-8% -$19.8K 0.15% 100
2023
Q3 		$237K Sell
1,538
-327
-18% -$52.9K 0.2% 91
2023
Q2 		$301K Sell
1,865
-187
-9% -$28.8K 0.21% 85
2023
Q1 		$311K Sell
2,052
-497
-19% -$75.1K 0.26% 78
2022
Q4 		$370K Sell
2,549
-331
-11% -$47.3K 0.31% 73
2022
Q3 		$370K Sell
2,880
-170
-6% -$24.1K 0.39% 65
2022
Q2 		$419K Buy
+3,050
New +$450K 0.33% 71
2021
Q3 		$665K Sell
4,569
-67
-1% -$9.98K 0.44% 51
2021
Q2 		$685K Buy
+4,636
New +$683K 0.42% 54
2020
Q4 		$2.69M Buy
21,027
+1,296
+7% +$157K 2.24% 11
2020
Q3 		$2.13M Hold
19,731
– – 1.96% 14
2020
Q2 		$2.13M Buy
19,731
+1,561
+9% +$166K 1.96% 14
2020
Q1 		$1.73M Buy
18,170
+7,872
+76% +$937K 1.59% 12
2019
Q4 		$1.34M Buy
+10,298
New +$1.28M 1.16% 20

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Quarterback's IVE Position: Q4 2025 in Review

Wealth Quarterback sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 969 shares — an estimated $200K sold.

Wealth Quarterback first reported a position in IVE in Q4 2019 and held it in 18 quarters. The position peaked at $2.69M in Q4 2020. 1,684 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • Wealth Quarterback reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Quarterback sold 969 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $200K.
  • Wealth Quarterback first reported a position in iShares S&P 500 Value ETF in Q4 2019 and held it in 18 quarters.
  • Wealth Quarterback's iShares S&P 500 Value ETF position peaked at $2.69M in Q4 2020.
  • 1,684 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Wealth Quarterback's 13F filing for Q4 2025, filed 15 Jan 2026.