Gilliland Jeter Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Gilliland Jeter Wealth Management’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	$1.51M	Buy	6,660 +604	+10%	+$135K	0.4%	63
2026 Q1	$1.28M	Buy	6,056 +790	+15%	+$171K	0.38%	61
2025 Q4	$1.12M	Buy	5,266 +1,697	+48%	+$356K	0.34%	61
2025 Q3	$737K	Buy	3,569 +720	+25%	+$145K	0.23%	89
2025 Q2	$557K	Buy	2,849 +665	+30%	+$124K	0.18%	105
2025 Q1	$416K	Buy	2,184 +628	+40%	+$122K	0.15%	114
2024 Q4	$297K	Buy	1,556 +454	+41%	+$90K	0.1%	142
2024 Q3	$217K	Buy	1,102 +202	+22%	+$38.4K	0.07%	163
2024 Q2	$164K	Buy	900 +28	+3%	+$5.1K	0.06%	176
2024 Q1	$163K	Buy	+872	New	+$155K	0.06%	182

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Gilliland Jeter Wealth Management's IVE Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 10% in Q2 2026, buying an estimated $135K and bringing the position to 6,660 shares worth $1.51M. The position accounts for 0.4% of the portfolio, ranked #63.

Gilliland Jeter Wealth Management first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Gilliland Jeter Wealth Management held 6,660 shares of iShares S&P 500 Value ETF worth $1.51M as of Q2 2026.
Gilliland Jeter Wealth Management bought 604 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $135K.
iShares S&P 500 Value ETF made up 0.4% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #63 holding.
Gilliland Jeter Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.