Emergent Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Emergent Wealth Advisors’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	–	Sell	-2,145	Closed	-$453K	–	127
2026 Q1	$453K	Sell	2,145 -4,661	-68%	-$1.01M	0.27%	65
2025 Q4	$1.44M	Sell	6,806 -91	-1%	-$19.1K	0.81%	31
2025 Q3	$1.42M	Buy	6,897 +334	+5%	+$67.1K	0.83%	29
2025 Q2	$1.28M	Buy	6,563 +302	+5%	+$56.3K	0.82%	27
2025 Q1	$1.19M	Buy	6,261 +757	+14%	+$146K	0.86%	26
2024 Q4	$1.05M	Buy	5,504 +47	+0.9%	+$9.32K	0.76%	28
2024 Q3	$1.08M	Buy	5,457 +3,879	+246%	+$737K	0.8%	27
2024 Q2	$287K	Buy	+1,578	New	+$287K	0.23%	80

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Emergent Wealth Advisors's IVE Position: Q2 2026 in Review

Emergent Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 2,145 shares — an estimated $453K sold.

Emergent Wealth Advisors first reported a position in IVE in Q2 2024 and held it in 8 quarters. The position peaked at $1.44M in Q4 2025. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Emergent Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 2,145 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $453K.
Emergent Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2024 and held it in 8 quarters.
Emergent Wealth Advisors's iShares S&P 500 Value ETF position peaked at $1.44M in Q4 2025.
1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.