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

Foster Victor 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	$14.3M	Buy	61,981 +60,698	+4,731%	+$13.6M	0.75%	63
2026 Q1	$279K	Sell	1,283 -17	-1%	-$3.68K	0.02%	214
2025 Q4	$282K	Buy	1,300 +306	+31%	+$64.1K	0.02%	204
2025 Q3	$207K	Buy	+994	New	+$200K	0.01%	211

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

Foster Victor Wealth Advisors's IVE Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 4,731% in Q2 2026, buying an estimated $13.6M and bringing the position to 61,981 shares worth $14.3M. The position accounts for 0.75% of the portfolio, ranked #63.

Foster Victor Wealth Advisors first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Foster Victor Wealth Advisors held 61,981 shares of iShares S&P 500 Value ETF worth $14.3M as of Q2 2026.
Foster Victor Wealth Advisors bought 60,698 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $13.6M.
iShares S&P 500 Value ETF made up 0.75% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Foster Victor Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.