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Aurora Private Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Aurora Private Wealth’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
Q2 		$512K Buy
2,257
+7
+0.3% +$1.56K 0.32% 69
2026
Q1 		$476K Hold
2,250
– – 0.34% 70
2025
Q4 		$477K Buy
+2,250
New +$472K 0.31% 76
2025
Q2 		$442K Buy
2,261
+3
+0.1% +$559 0.33% 77
2025
Q1 		$430K Sell
2,258
-73
-3% -$14.1K 0.34% 77
2024
Q4 		$445K Sell
2,331
-59
-2% -$11.7K 0.33% 79
2024
Q3 		$471K Buy
2,390
+5
+0.2% +$950 0.37% 74
2024
Q2 		$434K Buy
2,385
+79
+3% +$14.4K 0.38% 71
2024
Q1 		$430K Sell
2,306
-152
-6% -$27K 0.37% 70
2023
Q4 		$427K Sell
2,458
-238
-9% -$38.3K 0.4% 67
2023
Q3 		$415K Buy
2,696
+1,171
+77% +$189K 0.46% 61
2023
Q2 		$246K Sell
1,525
-1,085
-42% -$167K 0.28% 102
2023
Q1 		$396K Sell
2,610
-33
-1% -$4.99K 0.42% 68
2022
Q4 		$383K Buy
+2,643
New +$377K 0.44% 67
2022
Q2 		– Sell
-3,275
Closed -$510K – 190
2022
Q1 		$510K Buy
3,275
+31
+1% +$4.77K 0.21% 85
2021
Q4 		$508K Buy
3,244
+9
+0.3% +$1.37K 0.22% 85
2021
Q3 		$470K Sell
3,235
-3,538
-52% -$527K 0.19% 105
2021
Q2 		$1M Buy
6,773
+2,124
+46% +$313K 0.4% 57
2021
Q1 		$657K Hold
4,649
– – 0.27% 78
2020
Q4 		$595K Buy
4,649
+20
+0.4% +$2.42K 0.25% 88
2020
Q3 		$521K Sell
4,629
-1,160
-20% -$131K 0.22% 88
2020
Q2 		$626K Sell
5,789
-5,584
-49% -$592K 0.29% 65
2020
Q1 		$1.09M Buy
11,373
+5,274
+86% +$628K 0.39% 59
2019
Q4 		$793K Buy
+6,099
New +$759K 0.28% 65

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Aurora Private Wealth's IVE Position: Q2 2026 in Review

Aurora Private Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 0.31% in Q2 2026, buying an estimated $1.56K and bringing the position to 2,257 shares worth $512K. The position accounts for 0.32% of the portfolio, ranked #69.

Aurora Private Wealth first reported a position in IVE in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.09M in Q1 2020. 690 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Aurora Private Wealth held 2,257 shares of iShares S&P 500 Value ETF worth $512K as of Q2 2026.
  • Aurora Private Wealth bought 7 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.56K.
  • iShares S&P 500 Value ETF made up 0.32% of Aurora Private Wealth's portfolio in Q2 2026, its #69 holding.
  • Aurora Private Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 24 quarters since.
  • Aurora Private Wealth's iShares S&P 500 Value ETF position peaked at $1.09M in Q1 2020.
  • 690 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.