BW
IVE icon

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

BIP 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 		$1.64M Buy
7,238
+2,241
+45% +$501K 0.05% 205
2026
Q1 		$1.06M Sell
4,997
-2,819
-36% -$610K 0.04% 191
2025
Q4 		$1.66M Buy
7,816
+1,815
+30% +$380K 0.06% 159
2025
Q3 		$1.24M Buy
6,001
+3,898
+185% +$783K 0.06% 107
2025
Q2 		$411K Sell
2,103
-495
-19% -$92.2K 0.03% 169
2025
Q1 		$495K Buy
2,598
+42
+2% +$8.13K 0.03% 152
2024
Q4 		$488K Buy
2,556
+524
+26% +$104K 0.03% 153
2024
Q3 		$401K Buy
2,032
+1
+0% +$190 0.03% 154
2024
Q2 		$370K Buy
2,031
+1
+0% +$182 0.03% 132
2024
Q1 		$379K Sell
2,030
-159
-7% -$28.3K 0.03% 143
2023
Q4 		$381K Sell
2,189
-169
-7% -$27.2K 0.03% 134
2023
Q3 		$363K Buy
+2,358
New +$381K 0.03% 125

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

BIP Wealth's IVE Position: Q2 2026 in Review

BIP Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 45% in Q2 2026, buying an estimated $501K and bringing the position to 7,238 shares worth $1.64M. The position accounts for 0.05% of the portfolio, ranked #205.

BIP Wealth first reported a position in IVE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • BIP Wealth held 7,238 shares of iShares S&P 500 Value ETF worth $1.64M as of Q2 2026.
  • BIP Wealth bought 2,241 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $501K.
  • iShares S&P 500 Value ETF made up 0.05% of BIP Wealth's portfolio in Q2 2026, its #205 holding.
  • BIP Wealth first reported a position in iShares S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • BIP Wealth's iShares S&P 500 Value ETF position peaked at $1.66M in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.