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

GC Wealth Management RIA’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	$239K	Sell	1,052 -1,193	-53%	-$266K	0.01%	451
2026 Q1	$474K	Buy	+2,245	New	+$486K	0.02%	356
2025 Q2	–	Sell	-1,825	Closed	-$348K	–	531
2025 Q1	$348K	Hold	1,825	–	–	0.06%	227
2024 Q4	$348K	Hold	1,825	–	–	0.06%	220
2024 Q3	$360K	Hold	1,825	–	–	0.06%	232
2024 Q2	$332K	Sell	1,825 -63	-3%	-$11.5K	0.07%	215
2024 Q1	$353K	Hold	1,888	–	–	0.07%	199
2023 Q4	$328K	Buy	+1,888	New	+$303K	0.15%	150

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

GC Wealth Management RIA's IVE Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares S&P 500 Value ETF (IVE) stake by 53% in Q2 2026, selling an estimated $266K and leaving 1,052 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #451.

GC Wealth Management RIA first reported a position in IVE in Q4 2023 and has held it in 8 quarters since. The position peaked at $474K in Q1 2026. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

GC Wealth Management RIA held 1,052 shares of iShares S&P 500 Value ETF worth $239K as of Q2 2026.
GC Wealth Management RIA sold 1,193 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $266K.
iShares S&P 500 Value ETF made up 0.01% of GC Wealth Management RIA's portfolio in Q2 2026, its #451 holding.
GC Wealth Management RIA first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 8 quarters since.
GC Wealth Management RIA's iShares S&P 500 Value ETF position peaked at $474K in Q1 2026.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.