Clear Wave Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Clear Wave Wealth Management's IVE Position: Q2 2026 in Review
Clear Wave Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 1.8% in Q2 2026, buying an estimated $199K and bringing the position to 50,066 shares worth $11.4M. The position accounts for 2.1% of the portfolio, ranked #14.
Clear Wave Wealth Management first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Clear Wave Wealth Management held 50,066 shares of iShares S&P 500 Value ETF worth $11.4M as of Q2 2026.
- Clear Wave Wealth Management bought 892 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $199K.
- iShares S&P 500 Value ETF made up 2.1% of Clear Wave Wealth Management's portfolio in Q2 2026, its #14 holding.
- Clear Wave Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
- 1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.