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Beverly Hills Private Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-1,939
Closed -$409K – 315
2026
Q1 		$409K Sell
1,939
-281
-13% -$60.8K 0.07% 217
2025
Q4 		$471K Buy
2,220
+643
+41% +$135K 0.08% 190
2025
Q3 		$326K Sell
1,577
-343
-18% -$68.9K 0.06% 250
2025
Q2 		$375K Buy
1,920
+400
+26% +$74.5K 0.07% 220
2025
Q1 		$290K Buy
1,520
+311
+26% +$60.2K 0.06% 275
2024
Q4 		$231K Sell
1,209
-180
-13% -$35.7K 0.05% 303
2024
Q3 		$274K Sell
1,389
-590
-30% -$112K 0.06% 284
2024
Q2 		$360K Sell
1,979
-128
-6% -$23.3K 0.08% 244
2024
Q1 		$394K Buy
+2,107
New +$375K 0.09% 233

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

Beverly Hills Private Wealth's IVE Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 1,939 shares — an estimated $409K sold.

Beverly Hills Private Wealth first reported a position in IVE in Q1 2024 and held it in 9 quarters. The position peaked at $471K in Q4 2025. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,939 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $409K.
  • Beverly Hills Private Wealth first reported a position in iShares S&P 500 Value ETF in Q1 2024 and held it in 9 quarters.
  • Beverly Hills Private Wealth's iShares S&P 500 Value ETF position peaked at $471K in Q4 2025.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.