Angeles Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Angeles Wealth Management's IVE Position: Q2 2026 in Review
Angeles Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 68% in Q2 2026, buying an estimated $335K and bringing the position to 3,691 shares worth $838K. The position accounts for 0.04% of the portfolio, ranked #178.
Angeles Wealth Management first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Angeles Wealth Management held 3,691 shares of iShares S&P 500 Value ETF worth $838K as of Q2 2026.
- Angeles Wealth Management bought 1,500 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $335K.
- iShares S&P 500 Value ETF made up 0.04% of Angeles Wealth Management's portfolio in Q2 2026, its #178 holding.
- Angeles Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.