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: Q3 2026 in Review
Diversify Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 41% in Q3 2026, buying an estimated $8M and bringing the position to 118,411 shares worth $27.9M. The position accounts for 0.42% of the portfolio, ranked #41.
Diversify Wealth Management first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold IVE as of Q3 2026.
- Diversify Wealth Management held 118,411 shares of iShares S&P 500 Value ETF worth $27.9M as of Q3 2026.
- Diversify Wealth Management bought 34,271 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $8M.
- iShares S&P 500 Value ETF made up 0.42% of Diversify Wealth Management's portfolio in Q3 2026, its #41 holding.
- Diversify Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
- 609 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.
Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.