High Point Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
PAS
High Point Wealth Management's IVE Position: Q2 2026 in Review
High Point Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 3.4% in Q2 2026, buying an estimated $74.2K and bringing the position to 10,047 shares worth $2.28M. The position accounts for 1.87% of the portfolio, ranked #12.
High Point Wealth Management first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- High Point Wealth Management held 10,047 shares of iShares S&P 500 Value ETF worth $2.28M as of Q2 2026.
- High Point Wealth Management bought 332 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $74.2K.
- iShares S&P 500 Value ETF made up 1.87% of High Point Wealth Management's portfolio in Q2 2026, its #12 holding.
- High Point Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.