Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Envestnet Portfolio Solutions’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 		$392M Sell
1,728,446
-420,146
-20% -$93.8M 1.88% 12
2026
Q1 		$454M Sell
2,148,592
-391,651
-15% -$84.8M 2.51% 6
2025
Q4 		$539M Buy
2,540,243
+816,767
+47% +$171M 1.89% 12
2025
Q3 		$356M Buy
1,723,476
+7,827
+0.5% +$1.57M 1.31% 20
2025
Q2 		$335M Buy
1,715,649
+26,621
+2% +$4.96M 1.23% 22
2025
Q1 		$322M Buy
1,689,028
+161,055
+11% +$31.2M 1.23% 22
2024
Q4 		$292M Buy
1,527,973
+49,640
+3% +$9.85M 0.95% 24
2024
Q3 		$291M Buy
1,478,333
+53,617
+4% +$10.2M 0.95% 23
2024
Q2 		$259M Buy
1,424,716
+47,074
+3% +$8.57M 0.9% 25
2024
Q1 		$257M Buy
1,377,642
+1,149,497
+504% +$204M 0.97% 22
2023
Q4 		$39.7M Buy
228,145
+41,044
+22% +$6.6M 0.16% 79
2023
Q3 		$28.8M Buy
+187,101
New +$30.2M 0.14% 87

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions's IVE Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares S&P 500 Value ETF (IVE) stake by 20% in Q2 2026, selling an estimated $93.8M and leaving 1,728,446 shares worth $392M. The position accounts for 1.88% of the portfolio, ranked #12.

Envestnet Portfolio Solutions first reported a position in IVE in Q3 2023 and has held it in 12 quarters since. The position peaked at $539M in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,728,446 shares of iShares S&P 500 Value ETF worth $392M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 420,146 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $93.8M.
  • iShares S&P 500 Value ETF made up 1.88% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #12 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares S&P 500 Value ETF position peaked at $539M in Q4 2025.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.