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Hilltop Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Hilltop Wealth Advisors’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 		$4.51M Sell
19,874
-414
-2% -$92.5K 2.23% 9
2026
Q1 		$4.28M Sell
20,288
-595
-3% -$129K 2.57% 8
2025
Q4 		$4.43M Sell
20,883
-436
-2% -$91.4K 2.22% 11
2025
Q3 		$4.4M Sell
21,319
-594
-3% -$119K 2.29% 10
2025
Q2 		$4.28M Sell
21,913
-524
-2% -$97.6K 2.41% 8
2025
Q1 		$4.28M Sell
22,437
-1,846
-8% -$357K 2.41% 9
2024
Q4 		$4.64M Sell
24,283
-706
-3% -$140K 2.34% 9
2024
Q3 		$4.93M Sell
24,989
-326
-1% -$61.9K 2.3% 10
2024
Q2 		$4.61M Sell
25,315
-432
-2% -$78.7K 2.31% 9
2024
Q1 		$4.81M Sell
25,747
-606
-2% -$108K 2.46% 11
2023
Q4 		$4.58M Sell
26,353
-525
-2% -$84.4K 2.61% 10
2023
Q3 		$4.13M Sell
26,878
-766
-3% -$124K 3.2% 7
2023
Q2 		$4.46M Sell
27,644
-230
-0.8% -$35.4K 3.29% 7
2023
Q1 		$4.23M Sell
27,874
-2,496
-8% -$377K 3.4% 7
2022
Q4 		$4.41M Sell
30,370
-2,376
-7% -$339K 3.74% 7
2022
Q3 		$4.21M Sell
32,746
-4,110
-11% -$582K 4.33% 6
2022
Q2 		$5.07M Sell
36,856
-20
-0.1% -$2.95K 4.94% 6
2022
Q1 		$5.74M Sell
36,876
-667
-2% -$103K 4.89% 5
2021
Q4 		$5.88M Buy
37,543
+276
+0.7% +$42K 4.08% 8
2021
Q3 		$5.42M Buy
37,267
+1,018
+3% +$152K 3.81% 8
2021
Q2 		$5.35M Buy
36,249
+725
+2% +$107K 3.79% 8
2021
Q1 		$5.02M Buy
35,524
+126
+0.4% +$17K 3.84% 9
2020
Q4 		$4.53M Buy
35,398
+695
+2% +$84.1K 4.04% 9
2020
Q3 		$3.9M Buy
34,703
+1,699
+5% +$193K 3.95% 9
2020
Q2 		$3.57M Buy
33,004
+2,013
+6% +$214K 3.91% 9
2020
Q1 		$2.98M Buy
30,991
+6,625
+27% +$788K 3.64% 9
2019
Q4 		$3.17M Buy
+24,366
New +$3.03M 3.29% 9

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

Hilltop Wealth Advisors's IVE Position: Q2 2026 in Review

Hilltop Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 2% in Q2 2026, selling an estimated $92.5K and leaving 19,874 shares worth $4.51M. The position accounts for 2.23% of the portfolio, ranked #9.

Hilltop Wealth Advisors first reported a position in IVE in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.88M in Q4 2021. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Hilltop Wealth Advisors held 19,874 shares of iShares S&P 500 Value ETF worth $4.51M as of Q2 2026.
  • Hilltop Wealth Advisors sold 414 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $92.5K.
  • iShares S&P 500 Value ETF made up 2.23% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Hilltop Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Hilltop Wealth Advisors's iShares S&P 500 Value ETF position peaked at $5.88M in Q4 2021.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.