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West Coast Financial’s iShares S&P 500 Value ETF IVE Stock Holding History

West Coast Financial’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
-17,300
Closed -$3.3M – 71
2025
Q1 		$3.3M Buy
17,300
+868
+5% +$168K 0.38% 49
2024
Q4 		$3.14M Buy
16,432
+53
+0.3% +$10.5K 0.35% 57
2024
Q3 		$3.23M Sell
16,379
-281
-2% -$53.4K 0.36% 55
2024
Q2 		$3.03M Sell
16,660
-1,296
-7% -$236K 0.36% 55
2024
Q1 		$3.35M Sell
17,956
-452
-2% -$80.3K 0.41% 50
2023
Q4 		$3.2M Sell
18,408
-1,206
-6% -$194K 0.42% 50
2023
Q3 		$3.02M Sell
19,614
-1,618
-8% -$262K 0.45% 60
2023
Q2 		$3.42M Sell
21,232
-454
-2% -$69.8K 0.48% 62
2023
Q1 		$3.29M Sell
21,686
-875
-4% -$132K 0.5% 58
2022
Q4 		$3.27M Buy
22,561
+3,066
+16% +$438K 0.55% 54
2022
Q3 		$2.51M Buy
19,495
+4,110
+27% +$582K 0.46% 54
2022
Q2 		$2.12M Buy
15,385
+366
+2% +$54K 0.38% 56
2022
Q1 		$2.34M Buy
15,019
+1,410
+10% +$217K 0.36% 57
2021
Q4 		$2.13M Buy
13,609
+1,153
+9% +$175K 0.31% 57
2021
Q3 		$1.81M Buy
12,456
+1,288
+12% +$192K 0.29% 62
2021
Q2 		$1.65M Buy
11,168
+1,214
+12% +$179K 0.27% 60
2021
Q1 		$1.41M Buy
9,954
+4,311
+76% +$580K 0.24% 62
2020
Q4 		$722K Buy
5,643
+3,288
+140% +$398K 0.14% 72
2020
Q3 		$265K Hold
2,355
– – 0.06% 96
2020
Q2 		$255K Hold
2,355
– – 0.06% 95
2020
Q1 		$227K Sell
2,355
-5,407
-70% -$643K 0.06% 93
2019
Q4 		$1.01M Sell
7,762
-400
-5% -$49.8K 0.22% 63
2019
Q3 		$972K Sell
8,162
-100
-1% -$11.7K 0.22% 64
2019
Q2 		$963K Buy
8,262
+137
+2% +$15.7K 0.22% 65
2019
Q1 		$916K Buy
+8,125
New +$892K 0.22% 68

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 $1.56T 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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return

West Coast Financial's IVE Position: Q2 2025 in Review

West Coast Financial sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 17,300 shares — an estimated $3.3M sold.

West Coast Financial first reported a position in IVE in Q1 2019 and held it in 25 quarters. The position peaked at $3.42M in Q2 2023. 1,530 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

  • West Coast Financial reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 17,300 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $3.3M.
  • West Coast Financial first reported a position in iShares S&P 500 Value ETF in Q1 2019 and held it in 25 quarters.
  • West Coast Financial's iShares S&P 500 Value ETF position peaked at $3.42M in Q2 2023.
  • 1,530 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.