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

Alta 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 		$4.1M Buy
18,052
+662
+4% +$148K 1.11% 21
2026
Q1 		$3.67M Buy
17,390
+5,713
+49% +$1.24M 1.19% 19
2025
Q4 		$2.48M Buy
11,677
+4,965
+74% +$1.04M 0.83% 25
2025
Q3 		$1.39M Sell
6,712
-120
-2% -$24.1K 0.5% 48
2025
Q2 		$1.34M Sell
6,832
-2,939
-30% -$547K 0.63% 40
2025
Q1 		$1.86M Sell
9,771
-5,356
-35% -$1.04M 0.85% 24
2024
Q4 		$2.89M Buy
15,127
+1,967
+15% +$390K 1.26% 21
2024
Q3 		$2.59M Buy
13,160
+3,095
+31% +$588K 1.19% 21
2024
Q2 		$1.83M Sell
10,065
-45
-0.4% -$8.2K 0.91% 25
2024
Q1 		$1.89M Buy
10,110
+9
+0.1% +$1.6K 0.96% 23
2023
Q4 		$1.76M Buy
10,101
+2,210
+28% +$355K 0.98% 25
2023
Q3 		$1.21M Sell
7,891
-210
-3% -$33.9K 0.74% 36
2023
Q2 		$1.31M Sell
8,101
-78
-1% -$12K 0.77% 34
2023
Q1 		$1.24M Buy
8,179
+1,370
+20% +$207K 0.78% 30
2022
Q4 		$988K Buy
6,809
+490
+8% +$70K 0.67% 39
2022
Q3 		$812K Hold
6,319
– – 0.58% 46
2022
Q2 		$870K Buy
6,319
+20
+0.3% +$2.95K 0.6% 44
2022
Q1 		$981K Buy
6,299
+1,828
+41% +$281K 0.58% 48
2021
Q4 		$700K Sell
4,471
-2
-0% -$304 0.43% 72
2021
Q3 		$650K Sell
4,473
-63
-1% -$9.39K 0.47% 73
2021
Q2 		$670K Sell
4,536
-898
-17% -$132K 0.49% 76
2021
Q1 		$767K Buy
5,434
+3,276
+152% +$441K 0.64% 57
2020
Q4 		$276K Buy
+2,158
New +$261K 0.23% 117

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

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

Alta Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 3.8% in Q2 2026, buying an estimated $148K and bringing the position to 18,052 shares worth $4.1M. The position accounts for 1.11% of the portfolio, ranked #21.

Alta Wealth Advisors first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Alta Wealth Advisors held 18,052 shares of iShares S&P 500 Value ETF worth $4.1M as of Q2 2026.
  • Alta Wealth Advisors bought 662 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $148K.
  • iShares S&P 500 Value ETF made up 1.11% of Alta Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Alta Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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