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

BigSur 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	$2.61M	Buy	11,500 +3,000	+35%	+$670K	0.63%	46
2026 Q1	$1.79M	Hold	8,500	–	–	0.5%	57
2025 Q4	$1.8M	Hold	8,500	–	–	0.44%	59
2025 Q3	$1.76M	Hold	8,500	–	–	0.43%	60
2025 Q2	$1.66M	Hold	8,500	–	–	0.42%	65
2025 Q1	$1.62M	Hold	8,500	–	–	0.44%	61
2024 Q4	$1.62M	Hold	8,500	–	–	0.46%	59
2024 Q3	$1.68M	Hold	8,500	–	–	0.46%	58
2024 Q2	$1.55M	Hold	8,500	–	–	0.47%	61
2024 Q1	$1.59M	Hold	8,500	–	–	0.5%	58
2023 Q4	$1.48M	Hold	8,500	–	–	0.7%	37
2023 Q3	$1.31M	Hold	8,500	–	–	0.66%	42
2023 Q2	$1.37M	Hold	8,500	–	–	0.65%	43
2023 Q1	$1.29M	Hold	8,500	–	–	0.61%	47
2022 Q4	$1.23M	Hold	8,500	–	–	0.59%	48
2022 Q3	$1.09M	Hold	8,500	–	–	0.55%	48
2022 Q2	$1.17M	Hold	8,500	–	–	0.55%	50
2022 Q1	$1.32M	Hold	8,500	–	–	0.52%	56
2021 Q4	$1.33M	Hold	8,500	–	–	0.52%	54
2021 Q3	$1.24M	Hold	8,500	–	–	0.56%	47
2021 Q2	$1.25M	Hold	8,500	–	–	0.57%	48
2021 Q1	$1.2M	Hold	8,500	–	–	0.62%	47
2020 Q4	$1.09M	Hold	8,500	–	–	0.61%	51
2020 Q3	$956K	Buy	8,500 +3,000	+55%	+$340K	0.61%	48
2020 Q2	$595K	Hold	5,500	–	–	0.43%	54
2020 Q1	$529K	Buy	+5,500	New	+$654K	0.4%	52

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

BigSur Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 35% in Q2 2026, buying an estimated $670K and bringing the position to 11,500 shares worth $2.61M. The position accounts for 0.63% of the portfolio, ranked #46.

BigSur Wealth Management first reported a position in IVE in Q1 2020 and has held it in 26 quarters since. 490 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

BigSur Wealth Management held 11,500 shares of iShares S&P 500 Value ETF worth $2.61M as of Q2 2026.
BigSur Wealth Management bought 3,000 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $670K.
iShares S&P 500 Value ETF made up 0.63% of BigSur Wealth Management's portfolio in Q2 2026, its #46 holding.
BigSur Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
490 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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