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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

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

BAM Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 16% in Q2 2026, selling an estimated $131K and leaving 3,101 shares worth $704K. The position accounts for 0.44% of the portfolio, ranked #63.

BAM Wealth Management first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $778K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • BAM Wealth Management held 3,101 shares of iShares S&P 500 Value ETF worth $704K as of Q2 2026.
  • BAM Wealth Management sold 585 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $131K.
  • iShares S&P 500 Value ETF made up 0.44% of BAM Wealth Management's portfolio in Q2 2026, its #63 holding.
  • BAM Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's iShares S&P 500 Value ETF position peaked at $778K in Q1 2026.
  • 1,143 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.