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

Bravera 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 Q1	–	Sell	-87	Closed	-$18.4K	–	460
2025 Q4	$18.4K	Buy	+87	New	+$18.2K	0.01%	237

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bravera Wealth's IVE Position: Q1 2026 in Review

Bravera Wealth sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 87 shares — an estimated $18.4K sold.

Bravera Wealth first reported a position in IVE in Q4 2025 and held it in 1 quarter. The position peaked at $18.4K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Bravera Wealth reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Bravera Wealth sold 87 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $18.4K.
Bravera Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2025 and held it in 1 quarter.
Bravera Wealth's iShares S&P 500 Value ETF position peaked at $18.4K in Q4 2025.
1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Bravera Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.