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4J Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

4J 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 		$532K Sell
2,344
-95
-4% -$21.2K 0.26% 59
2026
Q1 		$515K Hold
2,439
– – 0.29% 54
2025
Q4 		$517K Sell
2,439
-15
-0.6% -$3.14K 0.3% 50
2025
Q3 		$507K Sell
2,454
-10
-0.4% -$2.01K 0.3% 52
2025
Q2 		$481K Hold
2,464
– – 0.33% 53
2025
Q1 		$470K Hold
2,464
– – 0.37% 47
2024
Q4 		$470K Hold
2,464
– – 0.38% 44
2024
Q3 		$486K Hold
2,464
– – 0.38% 49
2024
Q2 		$448K Sell
2,464
-10
-0.4% -$1.82K 0.37% 48
2024
Q1 		$462K Sell
2,474
-65
-3% -$11.6K 0.4% 50
2023
Q4 		$441K Sell
2,539
-221
-8% -$35.5K 0.4% 51
2023
Q3 		$425K Hold
2,760
– – 0.42% 53
2023
Q2 		$445K Hold
2,760
– – 0.43% 54
2023
Q1 		$419K Sell
2,760
-50
-2% -$7.56K 0.45% 51
2022
Q4 		$408K Sell
2,810
-10
-0.4% -$1.43K 0.47% 49
2022
Q3 		$362K Sell
2,820
-55
-2% -$7.79K 0.46% 50
2022
Q2 		$395K Buy
2,875
+20
+0.7% +$2.95K 0.5% 44
2022
Q1 		$445K Sell
2,855
-8
-0.3% -$1.23K 0.39% 43
2021
Q4 		$448K Hold
2,863
– – 0.38% 44
2021
Q3 		$416K Hold
2,863
– – 0.36% 46
2021
Q2 		$423K Sell
2,863
-13
-0.5% -$1.92K 0.37% 46
2021
Q1 		$406K Sell
2,876
-243
-8% -$32.7K 0.38% 49
2020
Q4 		$399K Buy
+3,119
New +$377K 0.38% 51

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

4J Wealth Management's IVE Position: Q2 2026 in Review

4J Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 3.9% in Q2 2026, selling an estimated $21.2K and leaving 2,344 shares worth $532K. The position accounts for 0.26% of the portfolio, ranked #59.

4J Wealth Management first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • 4J Wealth Management held 2,344 shares of iShares S&P 500 Value ETF worth $532K as of Q2 2026.
  • 4J Wealth Management sold 95 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $21.2K.
  • iShares S&P 500 Value ETF made up 0.26% of 4J Wealth Management's portfolio in Q2 2026, its #59 holding.
  • 4J Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.