Bush Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Bush Investment 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 Q1	$4.63M	Buy	21,946 +1,027	+5%	+$222K	2.53%	10
2025 Q4	$4.44M	Buy	20,919 +6,450	+45%	+$1.35M	2.48%	9
2025 Q3	$2.99M	Buy	14,469 +792	+6%	+$159K	1.77%	17
2025 Q2	$2.67M	Buy	13,677 +573	+4%	+$107K	1.79%	14
2025 Q1	$2.5M	Buy	13,104 +3,449	+36%	+$667K	1.88%	13
2024 Q4	$1.84M	Buy	9,655 +529	+6%	+$105K	1.44%	14
2024 Q3	$1.8M	Buy	9,126 +374	+4%	+$71K	1.44%	14
2024 Q2	$1.59M	Buy	8,752 +305	+4%	+$55.6K	1.37%	13
2024 Q1	$1.58M	Buy	8,447 +181	+2%	+$32.2K	1.39%	12
2023 Q4	$1.45M	Buy	+8,266	New	+$1.33M	1.34%	13

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bush Investment Group's IVE Position: Q1 2026 in Review

Bush Investment Group increased its iShares S&P 500 Value ETF (IVE) stake by 4.9% in Q1 2026, buying an estimated $222K and bringing the position to 21,946 shares worth $4.63M. The position accounts for 2.53% of the portfolio, ranked #10.

Bush Investment Group first reported a position in IVE in Q4 2023 and has held it in 10 quarters since. 1,710 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Bush Investment Group held 21,946 shares of iShares S&P 500 Value ETF worth $4.63M as of Q1 2026.
Bush Investment Group bought 1,027 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $222K.
iShares S&P 500 Value ETF made up 2.53% of Bush Investment Group's portfolio in Q1 2026, its #10 holding.
Bush Investment Group first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
1,710 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.