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

Gilpin 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
Q3 		$25.1K Hold
110
– – 0.02% 264
2026
Q2 		$25K Sell
110
-5
-4% -$1.12K 0.02% 250
2026
Q1 		$24.3K Buy
115
+11
+11% +$2.38K 0.02% 237
2025
Q4 		$22.1K Buy
+104
New +$21.8K 0.02% 232

Other funds holding IVE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Gilpin Wealth Management's IVE Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 110 shares worth $25.1K. The position accounts for 0.02% of the portfolio, ranked #264.

Gilpin Wealth Management first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Gilpin Wealth Management held 110 shares of iShares S&P 500 Value ETF worth $25.1K as of Q3 2026.
  • Gilpin Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up 0.02% of Gilpin Wealth Management's portfolio in Q3 2026, its #264 holding.
  • Gilpin Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.