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

Acorn 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	$241K	Sell	1,061 -140	-12%	-$31.3K	0.06%	270
2026 Q1	$254K	Sell	1,201 -362	-23%	-$78.4K	0.07%	228
2025 Q4	$331K	Sell	1,563 -603	-28%	-$126K	0.1%	188
2025 Q3	$447K	Buy	+2,166	New	+$435K	0.14%	154
2025 Q2	–	Sell	-1,133	Closed	-$216K	–	258
2025 Q1	$216K	Sell	1,133 -139	-11%	-$26.9K	0.09%	223
2024 Q4	$243K	Buy	1,272 +4	+0.3%	+$793	0.1%	201
2024 Q3	$250K	Sell	1,268 -50	-4%	-$9.5K	0.11%	193
2024 Q2	$240K	Buy	+1,318	New	+$240K	0.12%	175
2023 Q4	–	Sell	-1,966	Closed	-$302K	–	191
2023 Q3	$302K	Hold	1,966	–	–	0.2%	114
2023 Q2	$317K	Buy	1,966 +2	+0.1%	+$308	0.22%	112
2023 Q1	$298K	Buy	1,964 +4	+0.2%	+$604	0.22%	111
2022 Q4	$284K	Buy	1,960 +10	+0.5%	+$1.43K	0.22%	110
2022 Q3	$251K	Buy	1,950 +200	+11%	+$28.3K	0.21%	122
2022 Q2	$241K	Buy	1,750 +66	+4%	+$9.74K	0.19%	137
2022 Q1	$262K	Buy	1,684 +125	+8%	+$19.2K	0.18%	141
2021 Q4	$244K	Buy	1,559 +4	+0.3%	+$608	0.15%	154
2021 Q3	$226K	Hold	1,555	–	–	0.16%	156
2021 Q2	$230K	Buy	1,555 +4	+0.3%	+$589	0.16%	149
2021 Q1	$219K	Buy	+1,551	New	+$209K	0.16%	148
2020 Q1	–	Sell	-3,129	Closed	-$405K	–	117
2019 Q4	$405K	Buy	3,129 +7	+0.2%	+$871	0.34%	60
2019 Q3	$392K	Buy	3,122 +17	+0.5%	+$1.99K	0.34%	60
2019 Q2	$360K	Sell	3,105 -78	-2%	-$8.94K	0.33%	62
2019 Q1	$370K	Sell	3,183 -153	-5%	-$16.8K	0.33%	62
2018 Q4	$347K	Sell	3,336 -81	-2%	-$8.86K	0.36%	59
2018 Q3	$377K	Sell	3,417 -427	-11%	-$49K	0.37%	59
2018 Q2	$423K	Hold	3,844	–	–	0.36%	48
2018 Q1	$427K	Buy	3,844 +2,200	+134%	+$251K	0.37%	48
2017 Q4	$191K	Buy	+1,644	New	+$182K	0.17%	102

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Acorn Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 12% in Q2 2026, selling an estimated $31.3K and leaving 1,061 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #270.

Acorn Wealth Advisors first reported a position in IVE in Q4 2017 and has held it in 28 quarters since. The position peaked at $447K in Q3 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Acorn Wealth Advisors held 1,061 shares of iShares S&P 500 Value ETF worth $241K as of Q2 2026.
Acorn Wealth Advisors sold 140 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $31.3K.
iShares S&P 500 Value ETF made up 0.06% of Acorn Wealth Advisors's portfolio in Q2 2026, its #270 holding.
Acorn Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 28 quarters since.
Acorn Wealth Advisors's iShares S&P 500 Value ETF position peaked at $447K in Q3 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.