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

Grand 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 Q1	$27.4K	Sell	130 -10	-7%	-$2.17K	0.01%	66
2025 Q4	$29.7K	Buy	140 +10	+8%	+$2.1K	0.01%	59
2025 Q3	$26.8K	Hold	130	–	–	0.01%	57
2025 Q2	$25.4K	Hold	130	–	–	0.01%	56
2025 Q1	$24.8K	Hold	130	–	–	0.01%	51
2024 Q4	$24.8K	Hold	130	–	–	0.01%	51
2024 Q3	$25.6K	Hold	130	–	–	0.01%	50
2024 Q2	$23.7K	Hold	130	–	–	0.01%	50
2024 Q1	$24.3K	Hold	130	–	–	0.01%	63
2023 Q4	$22.6K	Hold	130	–	–	0.01%	66
2023 Q3	$20K	Buy	+130	New	+$21K	0.01%	60

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grand Wealth Management's IVE Position: Q1 2026 in Review

Grand Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 7.1% in Q1 2026, selling an estimated $2.17K and leaving 130 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #66.

Grand Wealth Management first reported a position in IVE in Q3 2023 and has held it in 11 quarters since. The position peaked at $29.7K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Grand Wealth Management held 130 shares of iShares S&P 500 Value ETF worth $27.4K as of Q1 2026.
Grand Wealth Management sold 10 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $2.17K.
iShares S&P 500 Value ETF made up 0.01% of Grand Wealth Management's portfolio in Q1 2026, its #66 holding.
Grand Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2023 and has held it in 11 quarters since.
Grand Wealth Management's iShares S&P 500 Value ETF position peaked at $29.7K in Q4 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.