PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
PAS
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IVE Position: Q2 2026 in Review
PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its iShares S&P 500 Value ETF (IVE) stake by 3.3% in Q2 2026, selling an estimated $1.34K and leaving 177 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #350.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 177 shares of iShares S&P 500 Value ETF worth $40.3K as of Q2 2026.
- PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 6 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.34K.
- iShares S&P 500 Value ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #350 holding.
- PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
- 1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.