Asempa Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Asempa Wealth Advisors's IVE Position: Q2 2026 in Review
Asempa Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 32% in Q2 2026, buying an estimated $362K and bringing the position to 6,742 shares worth $1.53M. The position accounts for 1.14% of the portfolio, ranked #25.
Asempa Wealth Advisors first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Asempa Wealth Advisors held 6,742 shares of iShares S&P 500 Value ETF worth $1.53M as of Q2 2026.
- Asempa Wealth Advisors bought 1,622 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $362K.
- iShares S&P 500 Value ETF made up 1.14% of Asempa Wealth Advisors's portfolio in Q2 2026, its #25 holding.
- Asempa Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Asempa Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.