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

Hobbs 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	$11.2M	Sell	49,504 -2,439	-5%	-$545K	9.5%	4
2026 Q1	$11M	Buy	51,943 +248	+0.5%	+$53.7K	10.85%	2
2025 Q4	$11M	Buy	51,695 +15,373	+42%	+$3.22M	10.67%	3
2025 Q3	$7.5M	Buy	36,322 +1,362	+4%	+$274K	6.29%	7
2025 Q2	$6.83M	Buy	34,960 +4,957	+17%	+$923K	6.52%	6
2025 Q1	$5.72M	Buy	30,003 +8,069	+37%	+$1.56M	6.34%	5
2024 Q4	$4.19M	Buy	+21,934	New	+$4.35M	4.78%	7

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hobbs Wealth Management's IVE Position: Q2 2026 in Review

Hobbs Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 4.7% in Q2 2026, selling an estimated $545K and leaving 49,504 shares worth $11.2M. The position accounts for 9.5% of the portfolio, ranked #4.

Hobbs Wealth Management first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Hobbs Wealth Management held 49,504 shares of iShares S&P 500 Value ETF worth $11.2M as of Q2 2026.
Hobbs Wealth Management sold 2,439 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $545K.
iShares S&P 500 Value ETF made up 9.5% of Hobbs Wealth Management's portfolio in Q2 2026, its #4 holding.
Hobbs Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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