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

FSM 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	$1.04M	Buy	4,594 +5	+0.1%	+$1.12K	0.11%	109
2026 Q1	$969K	Buy	4,589 +5	+0.1%	+$1.08K	0.12%	97
2025 Q4	$972K	Hold	4,584	–	–	0.13%	92
2025 Q3	$947K	Hold	4,584	–	–	0.13%	96
2025 Q2	$904K	Buy	4,584 +113	+3%	+$21K	0.15%	100
2025 Q1	$852K	Hold	4,471	–	–	0.19%	71
2024 Q4	$862K	Sell	4,471 -1	-0%	-$198	0.21%	65
2024 Q3	$882K	Hold	4,472	–	–	0.23%	63
2024 Q2	$814K	Buy	4,472 +1	+0%	+$182	0.27%	61
2024 Q1	$835K	Hold	4,471	–	–	0.3%	59
2023 Q4	$778K	Hold	4,471	–	–	0.33%	57
2023 Q3	$688K	Hold	4,471	–	–	0.35%	59
2023 Q2	$726K	Buy	4,471 +31	+0.7%	+$4.77K	0.36%	60
2023 Q1	$674K	Hold	4,440	–	–	0.39%	61
2022 Q4	$644K	Hold	4,440	–	–	0.46%	56
2022 Q3	$571K	Buy	4,440 +1,708	+63%	+$242K	0.47%	55
2022 Q2	$396K	Buy	+2,732	New	+$403K	0.39%	68

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

FSM Wealth Advisors's IVE Position: Q2 2026 in Review

FSM Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.11% in Q2 2026, buying an estimated $1.12K and bringing the position to 4,594 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #109.

FSM Wealth Advisors first reported a position in IVE in Q2 2022 and has held it in 17 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

FSM Wealth Advisors held 4,594 shares of iShares S&P 500 Value ETF worth $1.04M as of Q2 2026.
FSM Wealth Advisors bought 5 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.12K.
iShares S&P 500 Value ETF made up 0.11% of FSM Wealth Advisors's portfolio in Q2 2026, its #109 holding.
FSM Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2022 and has held it in 17 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.