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

Westshore Wealth’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	-1,859	Closed	-$384K	–	108
2025 Q3	$384K	Buy	1,859 +8	+0.4%	+$1.61K	0.13%	66
2025 Q2	$362K	Buy	1,851 +7	+0.4%	+$1.3K	0.14%	64
2025 Q1	$351K	Buy	1,844 +8	+0.4%	+$1.55K	0.15%	63
2024 Q4	$351K	Buy	1,836 +10	+0.5%	+$1.98K	0.14%	61
2024 Q3	$360K	Buy	1,826 +10	+0.6%	+$1.9K	0.15%	56
2024 Q2	$330K	Buy	1,816 +9	+0.5%	+$1.64K	0.14%	57
2024 Q1	$338K	Buy	1,807 +8	+0.4%	+$1.42K	0.14%	56
2023 Q4	$313K	Buy	1,799 +18	+1%	+$2.89K	0.14%	53
2023 Q3	$274K	Hold	1,781	–	–	0.15%	57
2023 Q2	$287K	Buy	1,781 +6	+0.3%	+$923	0.15%	67
2023 Q1	$269K	Buy	1,775 +8	+0.5%	+$1.21K	0.14%	82
2022 Q4	$256K	Buy	1,767 +23	+1%	+$3.28K	0.15%	84
2022 Q3	$224K	Hold	1,744	–	–	0.15%	79
2022 Q2	$240K	Buy	1,744 +7	+0.4%	+$1.03K	0.16%	75
2022 Q1	$270K	Buy	+1,737	New	+$267K	0.18%	69

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Westshore Wealth's IVE Position: Q4 2025 in Review

Westshore Wealth sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 1,859 shares — an estimated $384K sold.

Westshore Wealth first reported a position in IVE in Q1 2022 and held it in 15 quarters. The position peaked at $384K in Q3 2025. 1,691 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

Westshore Wealth reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Westshore Wealth sold 1,859 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $384K.
Westshore Wealth first reported a position in iShares S&P 500 Value ETF in Q1 2022 and held it in 15 quarters.
Westshore Wealth's iShares S&P 500 Value ETF position peaked at $384K in Q3 2025.
1,691 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Westshore Wealth's 13F filing for Q4 2025, filed 25 Feb 2026.