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

Fifth Third 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 		$787K Buy
3,467
+1,745
+101% +$390K 0.02% 354
2026
Q1 		$364K Sell
1,722
-197
-10% -$42.7K 0.01% 532
2025
Q4 		$407K Buy
1,919
+19
+1% +$3.98K 0.01% 456
2025
Q3 		$392K Buy
1,900
+253
+15% +$50.8K 0.01% 460
2025
Q2 		$322K Sell
1,647
-66
-4% -$12.3K 0.01% 506
2025
Q1 		$326K Buy
+1,713
New +$331K 0.02% 466

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Fifth Third Wealth Advisors's IVE Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 101% in Q2 2026, buying an estimated $390K and bringing the position to 3,467 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #354.

Fifth Third Wealth Advisors first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Fifth Third Wealth Advisors held 3,467 shares of iShares S&P 500 Value ETF worth $787K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 1,745 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $390K.
  • iShares S&P 500 Value ETF made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #354 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.