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 Q3	$11.4M	Buy	49,834 +330	+0.7%	+$77.1K	9.33%	5
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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

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

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Hobbs Wealth Management's IVE Position: Q3 2026 in Review

Hobbs Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.67% in Q3 2026, buying an estimated $77.1K and bringing the position to 49,834 shares worth $11.4M. The position accounts for 9.33% of the portfolio, ranked #5.

Hobbs Wealth Management first reported a position in IVE in Q4 2024 and has held it in 8 quarters since. 1,010 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Hobbs Wealth Management held 49,834 shares of iShares S&P 500 Value ETF worth $11.4M as of Q3 2026.
Hobbs Wealth Management bought 330 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $77.1K.
iShares S&P 500 Value ETF made up 9.33% of Hobbs Wealth Management's portfolio in Q3 2026, its #5 holding.
Hobbs Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
1,010 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Hobbs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.