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

Iams 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	$1.07M	Buy	4,718 +9	+0.2%	+$2.01K	0.32%	92
2026 Q1	$994K	Buy	4,709 +32	+0.7%	+$6.93K	0.35%	87
2025 Q4	$992K	Buy	4,677 +122	+3%	+$25.6K	0.36%	89
2025 Q3	$941K	Sell	4,555 -1,435	-24%	-$288K	0.38%	80
2025 Q2	$1.17M	Sell	5,990 -3,648	-38%	-$680K	0.54%	62
2025 Q1	$1.84M	Buy	9,638 +428	+5%	+$82.8K	0.84%	44
2024 Q4	$1.76M	Buy	9,210 +758	+9%	+$150K	0.8%	44
2024 Q3	$1.67M	Buy	8,452 +646	+8%	+$123K	0.82%	40
2024 Q2	$1.42M	Buy	7,806 +1,020	+15%	+$186K	0.78%	43
2024 Q1	$1.22M	Sell	6,786 -108	-2%	-$19.2K	0.74%	41
2023 Q4	$1.2M	Buy	6,894 +853	+14%	+$137K	0.78%	42
2023 Q3	$929K	Buy	+6,041	New	+$976K	0.64%	53
2023 Q2	–	Sell	-4,222	Closed	-$650K	–	183
2023 Q1	$632K	Buy	4,222 +859	+26%	+$130K	0.53%	61
2022 Q4	$488K	Buy	+3,363	New	+$480K	0.5%	65

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

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

Iams Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.19% in Q2 2026, buying an estimated $2.01K and bringing the position to 4,718 shares worth $1.07M. The position accounts for 0.32% of the portfolio, ranked #92.

Iams Wealth Management first reported a position in IVE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.84M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Iams Wealth Management held 4,718 shares of iShares S&P 500 Value ETF worth $1.07M as of Q2 2026.
Iams Wealth Management bought 9 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.01K.
iShares S&P 500 Value ETF made up 0.32% of Iams Wealth Management's portfolio in Q2 2026, its #92 holding.
Iams Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's iShares S&P 500 Value ETF position peaked at $1.84M in Q1 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.