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

Apex Wealth Management’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 Q3	$1.58M	Buy	6,916 +14	+0.2%	+$3.27K	0.93%	29
2026 Q2	$1.57M	Sell	6,902 -697	-9%	-$156K	0.96%	30
2026 Q1	$1.6M	Buy	7,599 +4	+0.1%	+$866	1.1%	27
2025 Q4	$1.65M	Sell	7,595 -8	-0.1%	-$1.68K	1.68%	19
2025 Q3	$1.57M	Sell	7,603 -32	-0.4%	-$6.43K	1.12%	27
2025 Q2	$1.49M	Sell	7,635 -8,140	-52%	-$1.52M	1.2%	24
2025 Q1	$3.01M	Sell	15,775 -56	-0.4%	-$10.8K	2.7%	12
2024 Q4	$3.02M	Buy	+15,831	New	+$3.14M	2.61%	13

Other funds holding IVE

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apex Wealth Management's IVE Position: Q3 2026 in Review

Apex Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.2% in Q3 2026, buying an estimated $3.27K and bringing the position to 6,916 shares worth $1.58M. The position accounts for 0.93% of the portfolio, ranked #29.

Apex Wealth Management first reported a position in IVE in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.02M in Q4 2024. 507 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Apex Wealth Management held 6,916 shares of iShares S&P 500 Value ETF worth $1.58M as of Q3 2026.
Apex Wealth Management bought 14 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $3.27K.
iShares S&P 500 Value ETF made up 0.93% of Apex Wealth Management's portfolio in Q3 2026, its #29 holding.
Apex Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
Apex Wealth Management's iShares S&P 500 Value ETF position peaked at $3.02M in Q4 2024.
507 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.