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Bridgewealth Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Bridgewealth Advisory Group’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 		$219K Buy
965
+4
+0.4% +$893 0.04% 129
2026
Q1 		$203K Buy
961
+3
+0.3% +$650 0.04% 127
2025
Q4 		$203K Buy
+958
New +$201K 0.04% 121

Other funds holding IVE

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
CC
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

Bridgewealth Advisory Group's IVE Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.42% in Q2 2026, buying an estimated $893 and bringing the position to 965 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #129.

Bridgewealth Advisory Group first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Bridgewealth Advisory Group held 965 shares of iShares S&P 500 Value ETF worth $219K as of Q2 2026.
  • Bridgewealth Advisory Group bought 4 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $893.
  • iShares S&P 500 Value ETF made up 0.04% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #129 holding.
  • Bridgewealth Advisory Group first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.