Belvedere Trading
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Belvedere Trading’s iShares S&P 500 Value ETF IVE Stock Holding History

Belvedere Trading’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
2025
Q4 		– Sell
-4,300
Closed -$888K – 952
2025
Q3 		$888K Hold
4,300
– – ﹤0.01% 184
2025
Q2 		$840K Buy
+4,300
New +$801K ﹤0.01% 157
2024
Q4 		– Sell
-8,600
Closed -$1.7M – 943
2024
Q3 		$1.7M Sell
8,600
-4,700
-35% -$893K ﹤0.01% 87
2024
Q2 		$2.42M Buy
13,300
+6,100
+85% +$1.11M ﹤0.01% 80
2024
Q1 		$1.35M Sell
7,200
-1,400
-16% -$249K ﹤0.01% 78
2023
Q4 		$1.5M Sell
8,600
-7,700
-47% -$1.24M ﹤0.01% 73
2023
Q3 		$2.51M Buy
16,300
+2,000
+14% +$323K ﹤0.01% 47
2023
Q2 		$2.31M Buy
14,300
+11,600
+430% +$1.78M ﹤0.01% 45
2023
Q1 		$410K Buy
+2,700
New +$408K ﹤0.01% 178

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

Belvedere Trading's IVE Position: Q2 2026 in Review

Belvedere Trading opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 454 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #718 among its holdings.

1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Belvedere Trading held 454 shares of iShares S&P 500 Value ETF worth $103K as of Q2 2026.
  • iShares S&P 500 Value ETF was a new Belvedere Trading position in Q2 2026.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q2 2026, its #718 holding.
  • 1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Belvedere Trading's 13F filing for Q2 2026, filed 31 Jul 2026.