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

BAM 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 Q3	$714K	Buy	3,129 +28	+0.9%	+$6.54K	0.39%	68
2026 Q2	$704K	Sell	3,101 -585	-16%	-$131K	0.44%	63
2026 Q1	$778K	Buy	3,686 +140	+4%	+$30.3K	0.58%	46
2025 Q4	$752K	Buy	3,546 +723	+26%	+$152K	0.54%	53
2025 Q3	$583K	Buy	+2,823	New	+$567K	0.45%	64

Other funds holding IVE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BAM Wealth Management's IVE Position: Q3 2026 in Review

BAM Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.9% in Q3 2026, buying an estimated $6.54K and bringing the position to 3,129 shares worth $714K. The position accounts for 0.39% of the portfolio, ranked #68.

BAM Wealth Management first reported a position in IVE in Q3 2025 and has held it in 5 quarters since. The position peaked at $778K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

BAM Wealth Management held 3,129 shares of iShares S&P 500 Value ETF worth $714K as of Q3 2026.
BAM Wealth Management bought 28 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $6.54K.
iShares S&P 500 Value ETF made up 0.39% of BAM Wealth Management's portfolio in Q3 2026, its #68 holding.
BAM Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 5 quarters since.
BAM Wealth Management's iShares S&P 500 Value ETF position peaked at $778K in Q1 2026.
1,359 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.