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Foundation Wealth Management (Missouri)’s iShares S&P 500 Value ETF IVE Stock Holding History

Foundation Wealth Management (Missouri)’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 		$41.9M Buy
184,393
+2,226
+1% +$497K 24.76% 2
2026
Q1 		$38.5M Buy
182,167
+652
+0.4% +$141K 25.99% 1
2025
Q4 		$38.6M Sell
181,515
-3,367
-2% -$706K 25.38% 2
2025
Q3 		$38.2M Buy
184,882
+7,086
+4% +$1.42M 24.4% 2
2025
Q2 		$34.7M Buy
177,796
+3,072
+2% +$572K 24.2% 2
2025
Q1 		$33.3M Buy
174,724
+1,506
+0.9% +$291K 26.08% 2
2024
Q4 		$33.1M Sell
173,218
-4,601
-3% -$913K 25.67% 2
2024
Q3 		$35.1M Buy
177,819
+2,700
+2% +$513K 26.59% 2
2024
Q2 		$31.9M Buy
175,119
+7,404
+4% +$1.35M 24.98% 2
2024
Q1 		$31.3M Buy
167,715
+10,398
+7% +$1.85M 25.54% 2
2023
Q4 		$27.4M Buy
157,317
+36,187
+30% +$5.82M 24.45% 2
2023
Q3 		$18.6M Buy
121,130
+12,453
+11% +$2.01M 18.62% 2
2023
Q2 		$17.5M Buy
108,677
+1,714
+2% +$264K 17.09% 2
2023
Q1 		$16.2M Buy
106,963
+24
+0% +$3.63K 16.71% 2
2022
Q4 		$15.5M Buy
+106,939
New +$15.3M 15.75% 2

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IVE Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) increased its iShares S&P 500 Value ETF (IVE) stake by 1.2% in Q2 2026, buying an estimated $497K and bringing the position to 184,393 shares worth $41.9M. The position accounts for 24.76% of the portfolio, ranked #2.

Foundation Wealth Management (Missouri) first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 184,393 shares of iShares S&P 500 Value ETF worth $41.9M as of Q2 2026.
  • Foundation Wealth Management (Missouri) bought 2,226 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $497K.
  • iShares S&P 500 Value ETF made up 24.76% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #2 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.