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

Centurion 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 		$6.1M Buy
26,854
+1,192
+5% +$266K 1.46% 16
2026
Q1 		$5.42M Buy
25,662
+1,019
+4% +$221K 1.22% 20
2025
Q4 		$5.23M Buy
24,643
+4,876
+25% +$1.02M 1.14% 22
2025
Q3 		$4.08M Buy
19,767
+185
+0.9% +$37.2K 0.93% 26
2025
Q2 		$3.83M Buy
19,582
+7,001
+56% +$1.3M 1.1% 25
2025
Q1 		$2.4M Hold
12,581
– – 0.75% 28
2024
Q4 		$2.4M Buy
12,581
+155
+1% +$30.7K 0.75% 28
2024
Q3 		$2.45M Buy
+12,426
New +$2.36M 0.78% 27
2024
Q1 		$2.21M Buy
+11,826
New +$2.1M 0.87% 22

Other funds holding IVE

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Centurion Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 4.6% in Q2 2026, buying an estimated $266K and bringing the position to 26,854 shares worth $6.1M. The position accounts for 1.46% of the portfolio, ranked #16.

Centurion Wealth Management first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Centurion Wealth Management held 26,854 shares of iShares S&P 500 Value ETF worth $6.1M as of Q2 2026.
  • Centurion Wealth Management bought 1,192 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $266K.
  • iShares S&P 500 Value ETF made up 1.46% of Centurion Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Centurion Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.