Coastal Bridge Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Coastal Bridge Advisors’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	$495K	Sell	2,179 -246	-10%	-$54.9K	0.03%	322
2026 Q1	$512K	Buy	2,425 +542	+29%	+$117K	0.04%	310
2025 Q4	$399K	Hold	1,883	–	–	0.03%	334
2025 Q3	$389K	Sell	1,883 -821	-30%	-$165K	0.03%	329
2025 Q2	$528K	Hold	2,704	–	–	0.04%	283
2025 Q1	$515K	Buy	+2,704	New	+$523K	0.05%	278

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Coastal Bridge Advisors's IVE Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 10% in Q2 2026, selling an estimated $54.9K and leaving 2,179 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #322.

Coastal Bridge Advisors first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $528K in Q2 2025. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Coastal Bridge Advisors held 2,179 shares of iShares S&P 500 Value ETF worth $495K as of Q2 2026.
Coastal Bridge Advisors sold 246 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $54.9K.
iShares S&P 500 Value ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #322 holding.
Coastal Bridge Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's iShares S&P 500 Value ETF position peaked at $528K in Q2 2025.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.