American Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
American Wealth Advisors's IVE Position: Q2 2026 in Review
American Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 0.15% in Q2 2026, selling an estimated $19.7K and leaving 56,865 shares worth $12.9M. The position accounts for 12.12% of the portfolio, ranked #3.
American Wealth Advisors first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- American Wealth Advisors held 56,865 shares of iShares S&P 500 Value ETF worth $12.9M as of Q2 2026.
- American Wealth Advisors sold 88 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $19.7K.
- iShares S&P 500 Value ETF made up 12.12% of American Wealth Advisors's portfolio in Q2 2026, its #3 holding.
- American Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
- 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on American Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.