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

High Point 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	$2.3M	Buy	10,073 +26	+0.3%	+$6.07K	1.82%	13
2026 Q2	$2.28M	Buy	10,047 +332	+3%	+$74.2K	1.87%	12
2026 Q1	$2.05M	Sell	9,715 -134	-1%	-$29K	1.98%	12
2025 Q4	$2.09M	Buy	+9,849	New	+$2.06M	1.96%	12

Other funds holding IVE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

High Point Wealth Management's IVE Position: Q3 2026 in Review

High Point Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.26% in Q3 2026, buying an estimated $6.07K and bringing the position to 10,073 shares worth $2.3M. The position accounts for 1.82% of the portfolio, ranked #13.

High Point Wealth Management first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. 1,119 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

High Point Wealth Management held 10,073 shares of iShares S&P 500 Value ETF worth $2.3M as of Q3 2026.
High Point Wealth Management bought 26 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $6.07K.
iShares S&P 500 Value ETF made up 1.82% of High Point Wealth Management's portfolio in Q3 2026, its #13 holding.
High Point Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
1,119 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.