A4 Wealth Advisors
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A4 Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

A4 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
Q3 		$9.5M Buy
41,813
+474
+1% +$111K 6.24% 5
2026
Q2 		$9.39M Buy
41,339
+1,792
+5% +$400K 6.22% 5
2026
Q1 		$8.35M Buy
39,547
+6,697
+20% +$1.45M 6.82% 2
2025
Q4 		$6.97M Buy
32,850
+18,944
+136% +$3.97M 6.03% 2
2025
Q3 		$2.87M Buy
+13,906
New +$2.79M 2.42% 7

Other funds holding IVE

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

A4 Wealth Advisors's IVE Position: Q3 2026 in Review

A4 Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 1.1% in Q3 2026, buying an estimated $111K and bringing the position to 41,813 shares worth $9.5M. The position accounts for 6.24% of the portfolio, ranked #5.

A4 Wealth Advisors first reported a position in IVE in Q3 2025 and has held it in 5 quarters since. 1,076 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • A4 Wealth Advisors held 41,813 shares of iShares S&P 500 Value ETF worth $9.5M as of Q3 2026.
  • A4 Wealth Advisors bought 474 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $111K.
  • iShares S&P 500 Value ETF made up 6.24% of A4 Wealth Advisors's portfolio in Q3 2026, its #5 holding.
  • A4 Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,076 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.