Diversify Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Diversify Wealth Management's IVE Position: Q1 2026 in Review
Diversify Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 30% in Q1 2026, buying an estimated $4.95M and bringing the position to 99,596 shares worth $22M. The position accounts for 0.39% of the portfolio, ranked #49.
Diversify Wealth Management first reported a position in IVE in Q4 2025 and has held it in 2 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Diversify Wealth Management held 99,596 shares of iShares S&P 500 Value ETF worth $22M as of Q1 2026.
- Diversify Wealth Management bought 22,870 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $4.95M.
- iShares S&P 500 Value ETF made up 0.39% of Diversify Wealth Management's portfolio in Q1 2026, its #49 holding.
- Diversify Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 2 quarters since.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.