4WM
IVE icon

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

49 Wealth Management’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 		$8.22M Buy
+36,217
New +$8.09M 1.57% 20

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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

49 Wealth Management's IVE Position: Q2 2026 in Review

49 Wealth Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 36,217 shares worth $8.22M. The stake represents 1.57% of the portfolio and ranks #20 among its holdings.

1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • 49 Wealth Management held 36,217 shares of iShares S&P 500 Value ETF worth $8.22M as of Q2 2026.
  • iShares S&P 500 Value ETF was a new 49 Wealth Management position in Q2 2026.
  • iShares S&P 500 Value ETF made up 1.57% of 49 Wealth Management's portfolio in Q2 2026, its #20 holding.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.