DecisionPoint Financial’s iShares S&P 500 Value ETF IVE Stock Holding History

DecisionPoint Financial’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	$121K	Hold	573	–	–	0.03%	62
2025 Q4	$122K	Buy	573 +492	+607%	+$103K	0.03%	60
2025 Q3	$16.8K	Hold	81	–	–	﹤0.01%	119
2025 Q2	$16K	Hold	81	–	–	﹤0.01%	127
2025 Q1	$15.4K	Hold	81	–	–	﹤0.01%	135
2024 Q4	$15.5K	Hold	81	–	–	﹤0.01%	135
2024 Q3	$16K	Hold	81	–	–	0.01%	133
2024 Q2	$15.4K	Hold	81	–	–	0.01%	136
2024 Q1	$14.6K	Hold	81	–	–	0.01%	142
2023 Q4	$14.1K	Buy	+81	New	+$13K	0.01%	117

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

DecisionPoint Financial's IVE Position: Q1 2026 in Review

DecisionPoint Financial held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 573 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #62.

DecisionPoint Financial first reported a position in IVE in Q4 2023 and has held it in 10 quarters since. The position peaked at $122K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

DecisionPoint Financial held 573 shares of iShares S&P 500 Value ETF worth $121K as of Q1 2026.
DecisionPoint Financial left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.03% of DecisionPoint Financial's portfolio in Q1 2026, its #62 holding.
DecisionPoint Financial first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
DecisionPoint Financial's iShares S&P 500 Value ETF position peaked at $122K in Q4 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.