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

Foundation Wealth Management (Pennsylvania)’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	$707K	Hold	3,114	–	–	0.21%	52
2026 Q1	$658K	Hold	3,114	–	–	0.23%	49
2025 Q4	$660K	Hold	3,114	–	–	0.24%	48
2025 Q3	$643K	Hold	3,114	–	–	0.25%	52
2025 Q2	$609K	Hold	3,114	–	–	0.26%	51
2025 Q1	$593K	Hold	3,114	–	–	0.28%	50
2024 Q4	$594K	Buy	+3,114	New	+$618K	0.29%	50

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania) held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 3,114 shares worth $707K. The position accounts for 0.21% of the portfolio, ranked #52.

Foundation Wealth Management (Pennsylvania) first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,009 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 3,114 shares of iShares S&P 500 Value ETF worth $707K as of Q2 2026.
Foundation Wealth Management (Pennsylvania) left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.21% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #52 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,009 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.