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

Hemming & 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 		$12.1M Buy
53,496
+496
+0.9% +$111K 7.39% 6
2026
Q1 		$11.2M Sell
53,000
-32,458
-38% -$7.03M 7.81% 7
2025
Q4 		$18.1M Buy
+85,458
New +$17.9M 12.4% 4

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hemming & Wealth Management's IVE Position: Q2 2026 in Review

Hemming & Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.94% in Q2 2026, buying an estimated $111K and bringing the position to 53,496 shares worth $12.1M. The position accounts for 7.39% of the portfolio, ranked #6.

Hemming & Wealth Management first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.1M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Hemming & Wealth Management held 53,496 shares of iShares S&P 500 Value ETF worth $12.1M as of Q2 2026.
  • Hemming & Wealth Management bought 496 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $111K.
  • iShares S&P 500 Value ETF made up 7.39% of Hemming & Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Hemming & Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Hemming & Wealth Management's iShares S&P 500 Value ETF position peaked at $18.1M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Hemming & Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.