FLP Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
FLP Wealth Management's IVE Position: Q2 2026 in Review
FLP Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 18% in Q2 2026, selling an estimated $144K and leaving 2,962 shares worth $673K. The position accounts for 1.2% of the portfolio, ranked #27.
FLP Wealth Management first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $762K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- FLP Wealth Management held 2,962 shares of iShares S&P 500 Value ETF worth $673K as of Q2 2026.
- FLP Wealth Management sold 646 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $144K.
- iShares S&P 500 Value ETF made up 1.2% of FLP Wealth Management's portfolio in Q2 2026, its #27 holding.
- FLP Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
- FLP Wealth Management's iShares S&P 500 Value ETF position peaked at $762K in Q1 2026.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.