Evermay Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Evermay Wealth Management’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 Q1	$286K	Hold	1,353	–	–	0.03%	164
2025 Q4	$287K	Buy	1,353 +35	+3%	+$7.33K	0.03%	166
2025 Q3	$272K	Sell	1,318 -422	-24%	-$84.8K	0.03%	172
2025 Q2	$340K	Sell	1,740 -77	-4%	-$14.3K	0.04%	156
2025 Q1	$346K	Hold	1,817	–	–	0.05%	150
2024 Q4	$347K	Hold	1,817	–	–	0.05%	147
2024 Q3	$358K	Buy	1,817 +77	+4%	+$14.6K	0.06%	144
2024 Q2	$317K	Hold	1,740	–	–	0.05%	158
2024 Q1	$325K	Buy	1,740 +50	+3%	+$8.89K	0.05%	165
2023 Q4	$294K	Buy	1,690 +318	+23%	+$51.1K	0.05%	148
2023 Q3	$212K	Hold	1,372	–	–	0.04%	167
2023 Q2	$221K	Hold	1,372	–	–	0.04%	167
2023 Q1	$208K	Buy	1,372 +304	+28%	+$45.9K	0.04%	167
2022 Q4	$155K	Hold	1,068	–	–	0.03%	187
2022 Q3	$137K	Buy	1,068 +550	+106%	+$77.9K	0.03%	193
2022 Q2	$71K	Hold	518	–	–	0.01%	246
2022 Q1	$81K	Hold	518	–	–	0.01%	265
2021 Q4	$81K	Hold	518	–	–	0.01%	237
2021 Q3	$75K	Hold	518	–	–	0.01%	233
2021 Q2	$76K	Buy	+518	New	+$76.3K	0.01%	241

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evermay Wealth Management's IVE Position: Q1 2026 in Review

Evermay Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 1,353 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #164.

Evermay Wealth Management first reported a position in IVE in Q2 2021 and has held it in 20 quarters since. The position peaked at $358K in Q3 2024. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Evermay Wealth Management held 1,353 shares of iShares S&P 500 Value ETF worth $286K as of Q1 2026.
Evermay Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #164 holding.
Evermay Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's iShares S&P 500 Value ETF position peaked at $358K in Q3 2024.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.