Foguth Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Foguth Wealth Management’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	$476K	Sell	2,071 -158	-7%	-$35.3K	0.05%	127
2026 Q1	$508K	Buy	2,229 +245	+12%	+$53K	0.06%	118
2025 Q4	$422K	Buy	+1,984	New	+$416K	0.07%	115
2025 Q2	–	Sell	-1,080	Closed	-$206K	–	151
2025 Q1	$206K	Sell	1,080 -1,916	-64%	-$371K	0.05%	145
2024 Q4	$588K	Sell	2,996 -459	-13%	-$91K	0.15%	75
2024 Q3	$676K	Sell	3,455 -451	-12%	-$85.7K	0.25%	62
2024 Q2	$711K	Sell	3,906 -932	-19%	-$170K	0.31%	56
2024 Q1	$904K	Buy	+4,838	New	+$860K	0.48%	46

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Foguth Wealth Management's IVE Position: Q2 2026 in Review

Foguth Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 7.1% in Q2 2026, selling an estimated $35.3K and leaving 2,071 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #127.

Foguth Wealth Management first reported a position in IVE in Q1 2024 and has held it in 8 quarters since. The position peaked at $904K in Q1 2024. 545 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Foguth Wealth Management held 2,071 shares of iShares S&P 500 Value ETF worth $476K as of Q2 2026.
Foguth Wealth Management sold 158 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $35.3K.
iShares S&P 500 Value ETF made up 0.05% of Foguth Wealth Management's portfolio in Q2 2026, its #127 holding.
Foguth Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 8 quarters since.
Foguth Wealth Management's iShares S&P 500 Value ETF position peaked at $904K in Q1 2024.
545 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.