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

Abound 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 		$25.3K Hold
112
– – 0.01% 335
2026
Q1 		$23.5K Sell
112
-62
-36% -$13.4K 0.01% 366
2025
Q4 		$36.8K Sell
174
-365
-68% -$76.5K 0.01% 270
2025
Q3 		$111K Buy
539
+426
+377% +$85.6K 0.03% 125
2025
Q2 		$22K Sell
113
-188
-62% -$35K 0.01% 313
2025
Q1 		$57.4K Buy
301
+189
+169% +$36.6K 0.02% 169
2024
Q4 		$21.3K Hold
112
– – 0.01% 274
2024
Q3 		$22K Hold
112
– – 0.01% 273
2024
Q2 		$20.3K Hold
112
– – 0.01% 250
2024
Q1 		$20.8K Hold
112
– – 0.01% 240
2023
Q4 		$19.4K Buy
112
+1
+0.9% +$161 0.01% 267
2023
Q3 		$17.1K Buy
111
+14
+14% +$2.26K 0.01% 236
2023
Q2 		$15.7K Hold
97
– – 0.01% 259
2023
Q1 		$14.8K Hold
97
– – 0.01% 245
2022
Q4 		$14.1K Sell
97
-40
-29% -$5.71K 0.01% 223
2022
Q3 		$17.6K Buy
137
+40
+41% +$5.67K 0.01% 204
2022
Q2 		$13.4K Buy
97
+9
+10% +$1.33K 0.01% 90
2022
Q1 		$13.8K Sell
88
-1
-1% -$154 0.01% 88
2021
Q4 		$13.9K Buy
+89
New +$13.5K 0.01% 88

Other funds holding IVE

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Abound Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 112 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #335.

Abound Wealth Management first reported a position in IVE in Q4 2021 and has held it in 19 quarters since. The position peaked at $111K in Q3 2025. 595 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Abound Wealth Management held 112 shares of iShares S&P 500 Value ETF worth $25.3K as of Q2 2026.
  • Abound Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Abound Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's iShares S&P 500 Value ETF position peaked at $111K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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