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

Axxcess 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 Q2	$233K	Buy	+1,024	New	+$229K	﹤0.01%	953
2026 Q1	–	Sell	-1,063	Closed	-$225K	–	703
2025 Q4	$225K	Buy	1,063 +22	+2%	+$4.61K	﹤0.01%	958
2025 Q3	$215K	Sell	1,041 -1,854	-64%	-$372K	﹤0.01%	867
2025 Q2	$566K	Buy	2,895 +34	+1%	+$6.33K	0.01%	559
2025 Q1	$545K	Sell	2,861 -11,425	-80%	-$2.21M	0.01%	528
2024 Q4	$2.73M	Buy	14,286 +3,458	+32%	+$686K	0.07%	219
2024 Q3	$2.13M	Buy	10,828 +3,454	+47%	+$656K	0.05%	249
2024 Q2	$1.34M	Sell	7,374 -1,689	-19%	-$308K	0.04%	325
2024 Q1	$1.69M	Buy	9,063 +2,762	+44%	+$491K	0.05%	279
2023 Q4	$1.1M	Sell	6,301 -1,734	-22%	-$279K	0.03%	340
2023 Q3	$1.24M	Sell	8,035 -226	-3%	-$36.5K	0.04%	280
2023 Q2	$1.33M	Sell	8,261 -569	-6%	-$87.5K	0.1%	185
2023 Q1	$1.34M	Sell	8,830 -2,135	-19%	-$323K	0.1%	188
2022 Q4	$1.59M	Sell	10,965 -404	-4%	-$57.7K	0.13%	152
2022 Q3	$1.46M	Buy	11,369 +169	+2%	+$23.9K	0.14%	148
2022 Q2	$1.54M	Buy	+11,200	New	+$1.65M	0.14%	140

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Axxcess Wealth Management's IVE Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 1,024 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #953 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IVE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IVE in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.73M in Q4 2024. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Axxcess Wealth Management held 1,024 shares of iShares S&P 500 Value ETF worth $233K as of Q2 2026.
iShares S&P 500 Value ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #953 holding.
Axxcess Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2022 and has held it in 16 quarters since.
Axxcess Wealth Management's iShares S&P 500 Value ETF position peaked at $2.73M in Q4 2024.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.