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

Aviso 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	$415K	Sell	1,964 -218	-10%	-$47.2K	0.19%	103
2025 Q4	$463K	Buy	2,182 +39	+2%	+$8.17K	0.19%	99
2025 Q3	$443K	Hold	2,143	–	–	0.19%	95
2025 Q2	$419K	Hold	2,143	–	–	0.2%	100
2025 Q1	$408K	Sell	2,143 -80	-4%	-$15.5K	0.22%	95
2024 Q4	$424K	Hold	2,223	–	–	0.22%	96
2024 Q3	$438K	Hold	2,223	–	–	0.24%	93
2024 Q2	$405K	Hold	2,223	–	–	0.24%	91
2024 Q1	$415K	Buy	2,223 +46	+2%	+$8.18K	0.26%	91
2023 Q4	$379K	Buy	+2,177	New	+$350K	0.27%	89

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

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

Aviso Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 10% in Q1 2026, selling an estimated $47.2K and leaving 1,964 shares worth $415K. The position accounts for 0.19% of the portfolio, ranked #103.

Aviso Wealth Management first reported a position in IVE in Q4 2023 and has held it in 10 quarters since. The position peaked at $463K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Aviso Wealth Management held 1,964 shares of iShares S&P 500 Value ETF worth $415K as of Q1 2026.
Aviso Wealth Management sold 218 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $47.2K.
iShares S&P 500 Value ETF made up 0.19% of Aviso Wealth Management's portfolio in Q1 2026, its #103 holding.
Aviso Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's iShares S&P 500 Value ETF position peaked at $463K in Q4 2025.
1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.