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Cypress Wealth Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Cypress Wealth Services’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 		$15.1M Sell
66,607
-13,765
-17% -$3.07M 1.86% 8
2026
Q1 		$17M Sell
80,372
-9,333
-10% -$2.02M 2.4% 5
2025
Q4 		$19M Buy
89,705
+30,226
+51% +$6.33M 2.63% 6
2025
Q3 		$12.3M Buy
59,479
+636
+1% +$128K 2.01% 9
2025
Q2 		$11.5M Sell
58,843
-2,801
-5% -$522K 2.06% 10
2025
Q1 		$11.7M Buy
61,644
+19,499
+46% +$3.77M 2.38% 9
2024
Q4 		$8.04M Buy
42,145
+2,030
+5% +$403K 1.62% 14
2024
Q3 		$7.91M Buy
40,115
+397
+1% +$75.4K 1.64% 14
2024
Q2 		$7.23M Buy
39,718
+3,766
+10% +$686K 1.61% 13
2024
Q1 		$6.72M Buy
+35,952
New +$6.39M 1.56% 15
2022
Q4 		– Sell
-1,708
Closed -$224K – 235
2022
Q3 		$224K Buy
1,708
+187
+12% +$26.5K 0.08% 202
2022
Q2 		$209K Buy
1,521
+12
+0.8% +$1.77K 0.07% 212
2022
Q1 		$235K Buy
+1,509
New +$232K 0.06% 210
2020
Q1 		– Sell
-4,011
Closed -$522K – 258
2019
Q4 		$522K Buy
4,011
+205
+5% +$25.5K 0.13% 129
2019
Q3 		$453K Hold
3,806
– – 0.12% 138
2019
Q2 		$444K Buy
3,806
+329
+9% +$37.7K 0.13% 140
2019
Q1 		$392K Buy
3,477
+403
+13% +$44.3K 0.12% 146
2018
Q4 		$311K Buy
+3,074
New +$336K 0.12% 148

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cypress Wealth Services's IVE Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares S&P 500 Value ETF (IVE) stake by 17% in Q2 2026, selling an estimated $3.07M and leaving 66,607 shares worth $15.1M. The position accounts for 1.86% of the portfolio, ranked #8.

Cypress Wealth Services first reported a position in IVE in Q4 2018 and has held it in 18 quarters since. The position peaked at $19M in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Cypress Wealth Services held 66,607 shares of iShares S&P 500 Value ETF worth $15.1M as of Q2 2026.
  • Cypress Wealth Services sold 13,765 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $3.07M.
  • iShares S&P 500 Value ETF made up 1.86% of Cypress Wealth Services's portfolio in Q2 2026, its #8 holding.
  • Cypress Wealth Services first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 18 quarters since.
  • Cypress Wealth Services's iShares S&P 500 Value ETF position peaked at $19M in Q4 2025.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.