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

Brown 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 		$398K Hold
1,753
– – 0.09% 95
2026
Q1 		$370K Buy
1,753
+89
+5% +$19.3K 0.1% 87
2025
Q4 		$353K Buy
1,664
+25
+2% +$5.24K 0.09% 80
2025
Q3 		$338K Hold
1,639
– – 0.1% 80
2025
Q2 		$320K Buy
1,639
+3
+0.2% +$559 0.1% 75
2025
Q1 		$312K Buy
1,636
+39
+2% +$7.55K 0.11% 74
2024
Q4 		$305K Hold
1,597
– – 0.11% 64
2024
Q3 		$315K Buy
1,597
+5
+0.3% +$950 0.11% 64
2024
Q2 		$290K Sell
1,592
-1
-0.1% -$182 0.12% 68
2024
Q1 		$298K Buy
1,593
+5
+0.3% +$889 0.12% 68
2023
Q4 		$276K Buy
1,588
+12
+0.8% +$1.93K 0.12% 69
2023
Q3 		$242K Sell
1,576
-15
-0.9% -$2.42K 0.12% 68
2023
Q2 		$256K Buy
+1,591
New +$245K 0.13% 80

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
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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

Brown Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,753 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #95.

Brown Wealth Management first reported a position in IVE in Q2 2023 and has held it in 13 quarters since. 439 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Brown Wealth Management held 1,753 shares of iShares S&P 500 Value ETF worth $398K as of Q2 2026.
  • Brown Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.09% of Brown Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Brown Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.