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: Q2 2026 in Review
Diversify Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 16% in Q2 2026, selling an estimated $3.45M and leaving 84,140 shares worth $19.6M. The position accounts for 0.33% of the portfolio, ranked #59.
Diversify Wealth Management first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $22M in Q1 2026. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Diversify Wealth Management held 84,140 shares of iShares S&P 500 Value ETF worth $19.6M as of Q2 2026.
- Diversify Wealth Management sold 15,456 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $3.45M.
- iShares S&P 500 Value ETF made up 0.33% of Diversify Wealth Management's portfolio in Q2 2026, its #59 holding.
- Diversify Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- Diversify Wealth Management's iShares S&P 500 Value ETF position peaked at $22M in Q1 2026.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.