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

Amplius 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 Q1	–	Sell	-1,744	Closed	-$370K	–	180
2025 Q4	$370K	Hold	1,744	–	–	0.03%	127
2025 Q3	$360K	Hold	1,744	–	–	0.03%	130
2025 Q2	$341K	Hold	1,744	–	–	0.03%	148
2025 Q1	$332K	Buy	+1,744	New	+$337K	0.03%	129
2022 Q1	–	Sell	-1,744	Closed	-$273K	–	530
2021 Q4	$273K	Buy	+1,744	New	+$265K	0.04%	163

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

Amplius Wealth Advisors's IVE Position: Q1 2026 in Review

Amplius Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 1,744 shares — an estimated $370K sold.

Amplius Wealth Advisors first reported a position in IVE in Q4 2021 and held it in 5 quarters. The position peaked at $370K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Amplius Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Amplius Wealth Advisors sold 1,744 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $370K.
Amplius Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and held it in 5 quarters.
Amplius Wealth Advisors's iShares S&P 500 Value ETF position peaked at $370K in Q4 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Amplius Wealth Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.