Commonwealth Retirement Investments’s iShares S&P 500 Value ETF IVE Stock Holding History

Commonwealth Retirement Investments’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	$4.48M	Buy	21,239 +718	+3%	+$155K	1.39%	20
2025 Q4	$4.35M	Buy	20,521 +5,907	+40%	+$1.24M	1.4%	19
2025 Q3	$3.02M	Buy	14,614 +108	+0.7%	+$21.7K	1.03%	32
2025 Q2	$2.83M	Buy	14,506 +3,594	+33%	+$669K	1.08%	28
2025 Q1	$2.08M	Buy	10,912 +3,082	+39%	+$596K	0.85%	38
2024 Q4	$1.49M	Buy	7,830 +13	+0.2%	+$2.58K	0.62%	50
2024 Q3	$1.54M	Buy	7,817 +12	+0.2%	+$2.28K	0.65%	50
2024 Q2	$1.42M	Buy	7,805 +422	+6%	+$76.9K	0.65%	46
2024 Q1	$1.38M	Buy	+7,383	New	+$1.31M	0.66%	46

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Commonwealth Retirement Investments's IVE Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its iShares S&P 500 Value ETF (IVE) stake by 3.5% in Q1 2026, buying an estimated $155K and bringing the position to 21,239 shares worth $4.48M. The position accounts for 1.39% of the portfolio, ranked #20.

Commonwealth Retirement Investments first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Commonwealth Retirement Investments held 21,239 shares of iShares S&P 500 Value ETF worth $4.48M as of Q1 2026.
Commonwealth Retirement Investments bought 718 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $155K.
iShares S&P 500 Value ETF made up 1.39% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #20 holding.
Commonwealth Retirement Investments first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.