EWA
IVE icon

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

EverSource 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 		$1.14M Sell
5,038
-2,131
-30% -$476K 0.04% 328
2026
Q1 		$1.51M Buy
7,169
+600
+9% +$130K 0.05% 277
2025
Q4 		$1.39M Buy
6,569
+90
+1% +$18.9K 0.05% 268
2025
Q3 		$1.34M Sell
6,479
-147
-2% -$29.5K 0.05% 246
2025
Q2 		$1.29M Sell
6,626
-62
-0.9% -$11.5K 0.06% 224
2025
Q1 		$1.27M Buy
6,688
+3,383
+102% +$655K 0.07% 211
2024
Q4 		$631K Buy
3,305
+104
+3% +$20.6K 0.04% 322
2024
Q3 		$631K Sell
3,201
-1,282
-29% -$244K 0.04% 292
2024
Q2 		$855K Buy
4,483
+2,155
+93% +$392K 0.06% 237
2024
Q1 		$416K Buy
2,328
+2,023
+663% +$360K 0.03% 307
2023
Q4 		$53K Buy
305
+245
+408% +$39.4K ﹤0.01% 875
2023
Q3 		$9.23K Sell
60
-27
-31% -$4.36K ﹤0.01% 1447
2023
Q2 		$14K Hold
87
– – ﹤0.01% 1299
2023
Q1 		$13.2K Sell
87
-29
-25% -$4.38K ﹤0.01% 1255
2022
Q4 		$16.8K Buy
116
+89
+330% +$12.7K ﹤0.01% 1117
2022
Q3 		$3K Sell
27
-14
-34% -$1.98K ﹤0.01% 1544
2022
Q2 		$6K Sell
41
-77
-65% -$11.4K ﹤0.01% 1198
2022
Q1 		$19K Buy
+118
New +$18.2K ﹤0.01% 721

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

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

EverSource Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 30% in Q2 2026, selling an estimated $476K and leaving 5,038 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #328.

EverSource Wealth Advisors first reported a position in IVE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.51M in Q1 2026. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • EverSource Wealth Advisors held 5,038 shares of iShares S&P 500 Value ETF worth $1.14M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,131 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $476K.
  • iShares S&P 500 Value ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #328 holding.
  • EverSource Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares S&P 500 Value ETF position peaked at $1.51M in Q1 2026.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.