BA
IVE icon

Bellwether Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Bellwether Advisors’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 		$640K Buy
2,820
+103
+4% +$23K 0.09% 120
2026
Q1 		$574K Sell
2,717
-38
-1% -$8.23K 0.1% 109
2025
Q4 		$584K Buy
2,755
+583
+27% +$122K 0.09% 84
2025
Q3 		$449K Buy
2,172
+179
+9% +$36K 0.07% 98
2025
Q2 		$390K Buy
1,993
+124
+7% +$23.1K 0.07% 91
2025
Q1 		$353K Buy
1,869
+362
+24% +$70K 0.07% 96
2024
Q4 		$288K Buy
1,507
+129
+9% +$25.6K 0.05% 109
2024
Q3 		$272K Buy
1,378
+126
+10% +$23.9K 0.05% 104
2024
Q2 		$228K Buy
+1,252
New +$228K 0.05% 111
2023
Q2 		– Sell
-906
Closed -$138K – 270
2023
Q1 		$138K Buy
906
+31
+4% +$4.68K 0.04% 142
2022
Q4 		$127K Sell
875
-40
-4% -$5.71K 0.04% 143
2022
Q3 		$117K Sell
915
-2,378
-72% -$337K 0.04% 119
2022
Q2 		$452K Buy
3,293
+21
+0.6% +$3.1K 0.15% 85
2022
Q1 		$509K Sell
3,272
-197
-6% -$30.3K 0.15% 100
2021
Q4 		$543K Hold
3,469
– – 0.17% 88
2021
Q3 		$513K Sell
3,469
-105
-3% -$15.6K 0.17% 98
2021
Q2 		$527K Buy
3,574
+90
+3% +$13.3K 0.18% 94
2021
Q1 		$492K Buy
3,484
+4
+0.1% +$539 0.19% 78
2020
Q4 		$445K Buy
+3,480
New +$421K 0.2% 75

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bellwether Advisors's IVE Position: Q2 2026 in Review

Bellwether Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 3.8% in Q2 2026, buying an estimated $23K and bringing the position to 2,820 shares worth $640K. The position accounts for 0.09% of the portfolio, ranked #120.

Bellwether Advisors first reported a position in IVE in Q4 2020 and has held it in 19 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Bellwether Advisors held 2,820 shares of iShares S&P 500 Value ETF worth $640K as of Q2 2026.
  • Bellwether Advisors bought 103 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $23K.
  • iShares S&P 500 Value ETF made up 0.09% of Bellwether Advisors's portfolio in Q2 2026, its #120 holding.
  • Bellwether Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.