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

180 Wealth Advisors’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
2026 Q2	$335K	Sell	1,476 -135	-8%	-$30.2K	0.03%	366
2026 Q1	$340K	Buy	1,611 +396	+33%	+$85.7K	0.04%	336
2025 Q4	$258K	Buy	1,215 +6	+0.5%	+$1.26K	0.03%	394
2025 Q3	$250K	Buy	1,209 +3	+0.2%	+$603	0.03%	396
2025 Q2	$236K	Sell	1,206 -32	-3%	-$5.96K	0.03%	376
2025 Q1	$236K	Buy	1,238 +186	+18%	+$36K	0.04%	356
2024 Q4	$201K	Sell	1,052 -17	-2%	-$3.37K	0.03%	396
2024 Q3	$211K	Buy	+1,069	New	+$203K	0.03%	402
2024 Q2	–	Sell	-1,111	Closed	-$208K	–	441
2024 Q1	$208K	Buy	+1,111	New	+$197K	0.04%	366

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

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

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

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

180 Wealth Advisors's IVE Position: Q2 2026 in Review

180 Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 8.4% in Q2 2026, selling an estimated $30.2K and leaving 1,476 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #366.

180 Wealth Advisors first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. The position peaked at $340K in Q1 2026. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

180 Wealth Advisors held 1,476 shares of iShares S&P 500 Value ETF worth $335K as of Q2 2026.
180 Wealth Advisors sold 135 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $30.2K.
iShares S&P 500 Value ETF made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #366 holding.
180 Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
180 Wealth Advisors's iShares S&P 500 Value ETF position peaked at $340K in Q1 2026.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.