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

Flagship 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	$2.84M	Buy	12,507 +3,074	+33%	+$687K	0.64%	36
2026 Q1	$1.84M	Sell	9,433 -3,047	-24%	-$660K	0.79%	30
2025 Q4	$2.65M	Buy	12,480 +962	+8%	+$202K	0.77%	32
2025 Q3	$2.38M	Sell	11,518 -1,665	-13%	-$334K	0.78%	30
2025 Q2	$2.58M	Sell	13,183 -901	-6%	-$168K	0.97%	30
2025 Q1	$2.68M	Sell	14,084 -342	-2%	-$66.2K	1.13%	25
2024 Q4	$2.75M	Buy	+14,426	New	+$2.86M	1.62%	17

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

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

Flagship Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 33% in Q2 2026, buying an estimated $687K and bringing the position to 12,507 shares worth $2.84M. The position accounts for 0.64% of the portfolio, ranked #36.

Flagship Wealth Advisors first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Flagship Wealth Advisors held 12,507 shares of iShares S&P 500 Value ETF worth $2.84M as of Q2 2026.
Flagship Wealth Advisors bought 3,074 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $687K.
iShares S&P 500 Value ETF made up 0.64% of Flagship Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Flagship Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.