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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

A4 Wealth Advisors's IVE Position: Q2 2026 in Review

A4 Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 4.5% in Q2 2026, buying an estimated $400K and bringing the position to 41,339 shares worth $9.39M. The position accounts for 6.22% of the portfolio, ranked #5.

A4 Wealth Advisors first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. 1,145 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • A4 Wealth Advisors held 41,339 shares of iShares S&P 500 Value ETF worth $9.39M as of Q2 2026.
  • A4 Wealth Advisors bought 1,792 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $400K.
  • iShares S&P 500 Value ETF made up 6.22% of A4 Wealth Advisors's portfolio in Q2 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 4 quarters since.
  • 1,145 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.