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

Aprio 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 Q1	$786K	Buy	3,720 +128	+4%	+$27.7K	0.04%	245
2025 Q4	$762K	Sell	3,592 -85	-2%	-$17.8K	0.04%	238
2025 Q3	$759K	Sell	3,677 -61	-2%	-$12.3K	0.08%	155
2025 Q2	$730K	Sell	3,738 -1,409	-27%	-$262K	0.08%	139
2025 Q1	$981K	Buy	5,147 +201	+4%	+$38.9K	0.12%	107
2024 Q4	$944K	Buy	+4,946	New	+$981K	0.14%	88
2024 Q2	–	Sell	-1,138	Closed	-$213K	–	265
2024 Q1	$213K	Buy	+1,138	New	+$202K	0.04%	209

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

Aprio Wealth Management's IVE Position: Q1 2026 in Review

Aprio Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 3.6% in Q1 2026, buying an estimated $27.7K and bringing the position to 3,720 shares worth $786K. The position accounts for 0.04% of the portfolio, ranked #245.

Aprio Wealth Management first reported a position in IVE in Q1 2024 and has held it in 7 quarters since. The position peaked at $981K in Q1 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Aprio Wealth Management held 3,720 shares of iShares S&P 500 Value ETF worth $786K as of Q1 2026.
Aprio Wealth Management bought 128 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $27.7K.
iShares S&P 500 Value ETF made up 0.04% of Aprio Wealth Management's portfolio in Q1 2026, its #245 holding.
Aprio Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 7 quarters since.
Aprio Wealth Management's iShares S&P 500 Value ETF position peaked at $981K in Q1 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.