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

Able 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 		$2.4M Buy
10,582
+244
+2% +$54.5K 0.55% 42
2026
Q1 		$2.18M Buy
10,338
+124
+1% +$26.9K 0.58% 40
2025
Q4 		$2.17M Buy
10,214
+84
+0.8% +$17.6K 0.69% 34
2025
Q3 		$2.09M Sell
10,130
-61
-0.6% -$12.3K 0.79% 34
2025
Q2 		$1.99M Buy
10,191
+214
+2% +$39.9K 1% 26
2025
Q1 		$1.9M Sell
9,977
-155
-2% -$30K 1.12% 27
2024
Q4 		$1.93M Sell
10,132
-104
-1% -$20.6K 1.27% 20
2024
Q3 		$2.02M Sell
10,236
-1,080
-10% -$205K 1.53% 16
2024
Q2 		$2.06M Sell
11,316
-286
-2% -$52.1K 1.7% 16
2024
Q1 		$2.17M Sell
11,602
-49
-0.4% -$8.71K 1.89% 13
2023
Q4 		$2.03M Buy
+11,651
New +$1.87M 1.84% 13

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

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

Able Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 2.4% in Q2 2026, buying an estimated $54.5K and bringing the position to 10,582 shares worth $2.4M. The position accounts for 0.55% of the portfolio, ranked #42.

Able Wealth Management first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Able Wealth Management held 10,582 shares of iShares S&P 500 Value ETF worth $2.4M as of Q2 2026.
  • Able Wealth Management bought 244 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $54.5K.
  • iShares S&P 500 Value ETF made up 0.55% of Able Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Able Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.