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

Aventura 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 		– Sell
-249
Closed -$52.6K – 1004
2026
Q1 		$52.6K Buy
+249
New +$53.9K 0.02% 320

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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Aventura Private Wealth sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 249 shares — an estimated $52.6K sold.

Aventura Private Wealth first reported a position in IVE in Q1 2026 and held it in 1 quarter. The position peaked at $52.6K in Q1 2026. 553 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Aventura Private Wealth reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Aventura Private Wealth sold 249 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $52.6K.
  • Aventura Private Wealth first reported a position in iShares S&P 500 Value ETF in Q1 2026 and held it in 1 quarter.
  • Aventura Private Wealth's iShares S&P 500 Value ETF position peaked at $52.6K in Q1 2026.
  • 553 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.