Independent Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Independent Wealth Advisors's IVE Position: Q2 2026 in Review
Independent Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 1% in Q2 2026, buying an estimated $3.8K and bringing the position to 1,714 shares worth $389K. The position accounts for 0.35% of the portfolio, ranked #49.
Independent Wealth Advisors first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Independent Wealth Advisors held 1,714 shares of iShares S&P 500 Value ETF worth $389K as of Q2 2026.
- Independent Wealth Advisors bought 17 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $3.8K.
- iShares S&P 500 Value ETF made up 0.35% of Independent Wealth Advisors's portfolio in Q2 2026, its #49 holding.
- Independent Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.