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

Advocacy Wealth Management Services’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 Q1	$108M	Sell	510,593 -14,689	-3%	-$3.18M	4.77%	2
2025 Q4	$111M	Buy	525,282 +155,790	+42%	+$32.6M	4.66%	3
2025 Q3	$76.3M	Buy	369,492 +23,983	+7%	+$4.82M	3.31%	10
2025 Q2	$67.5M	Buy	345,509 +61,181	+22%	+$11.4M	4.14%	9
2025 Q1	$54.2M	Buy	284,328 +109,204	+62%	+$21.1M	3.69%	10
2024 Q4	$33.4M	Buy	175,124 +15,441	+10%	+$3.06M	2.54%	15
2024 Q3	$31.5M	Buy	159,683 +4,562	+3%	+$867K	2.47%	16
2024 Q2	$28.2M	Buy	155,121 +16,321	+12%	+$2.97M	2.33%	15
2024 Q1	$25.9M	Buy	+138,800	New	+$24.7M	2.23%	15

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advocacy Wealth Management Services's IVE Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its iShares S&P 500 Value ETF (IVE) stake by 2.8% in Q1 2026, selling an estimated $3.18M and leaving 510,593 shares worth $108M. The position accounts for 4.77% of the portfolio, ranked #2.

Advocacy Wealth Management Services first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. The position peaked at $111M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Advocacy Wealth Management Services held 510,593 shares of iShares S&P 500 Value ETF worth $108M as of Q1 2026.
Advocacy Wealth Management Services sold 14,689 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $3.18M.
iShares S&P 500 Value ETF made up 4.77% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #2 holding.
Advocacy Wealth Management Services first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
Advocacy Wealth Management Services's iShares S&P 500 Value ETF position peaked at $111M in Q4 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.