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

BKM 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
Q3 		$15.8M Buy
69,321
+7,657
+12% +$1.79M 5.12% 1
2026
Q2 		$14M Sell
61,664
-3,556
-5% -$794K 4.96% 1
2026
Q1 		$13.8M Buy
65,220
+659
+1% +$143K 5.03% 1
2025
Q4 		$13.7M Buy
64,561
+652
+1% +$137K 5.01% 1
2025
Q3 		$13.2M Buy
63,909
+480
+0.8% +$96.4K 4.87% 1
2025
Q2 		$12.4M Sell
63,429
-360
-0.6% -$67.1K 4.84% 2
2025
Q1 		$12.2M Sell
63,789
-517
-0.8% -$100K 5.01% 1
2024
Q4 		$12.3M Sell
64,306
-328
-0.5% -$65.1K 5.04% 2
2024
Q3 		$12.7M Sell
64,634
-1,351
-2% -$257K 5.18% 1
2024
Q2 		$12M Buy
65,985
+2,103
+3% +$383K 5.78% 1
2024
Q1 		$11.9M Buy
63,882
+1,802
+3% +$320K 5.13% 1
2023
Q4 		$10.8M Buy
+62,080
New +$10M 4.6% 2

Other funds holding IVE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

BKM Wealth Management's IVE Position: Q3 2026 in Review

BKM Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 12% in Q3 2026, buying an estimated $1.79M and bringing the position to 69,321 shares worth $15.8M. The position accounts for 5.12% of the portfolio, ranked #1.

BKM Wealth Management first reported a position in IVE in Q4 2023 and has held it in 12 quarters since. 1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • BKM Wealth Management held 69,321 shares of iShares S&P 500 Value ETF worth $15.8M as of Q3 2026.
  • BKM Wealth Management bought 7,657 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $1.79M.
  • iShares S&P 500 Value ETF made up 5.12% of BKM Wealth Management's portfolio in Q3 2026, its #1 holding.
  • BKM Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.