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Independent Wealth Network’s iShares S&P 500 Value ETF IVE Stock Holding History

Independent Wealth Network’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 		$631K Sell
2,779
-47
-2% -$10.5K 0.16% 162
2026
Q1 		$597K Sell
2,826
-311
-10% -$67.3K 0.18% 145
2025
Q4 		$665K Buy
3,137
+235
+8% +$49.3K 0.2% 121
2025
Q3 		$599K Buy
2,902
+292
+11% +$58.6K 0.19% 128
2025
Q2 		$510K Sell
2,610
-2
-0.1% -$373 0.19% 136
2025
Q1 		$498K Sell
2,612
-45
-2% -$8.71K 0.2% 129
2024
Q4 		$507K Sell
2,657
-424
-14% -$84.1K 0.21% 124
2024
Q3 		$607K Sell
3,081
-150
-5% -$28.5K 0.27% 97
2024
Q2 		$588K Buy
3,231
+30
+0.9% +$5.46K 0.27% 96
2024
Q1 		$598K Sell
3,201
-1
-0% -$178 0.28% 90
2023
Q4 		$557K Sell
3,202
-30
-0.9% -$4.82K 0.29% 90
2023
Q3 		$497K Buy
3,232
+1
+0% +$162 0.31% 86
2023
Q2 		$521K Buy
+3,231
New +$497K 0.31% 85
2022
Q3 		– Sell
-6,054
Closed -$832K – 184
2022
Q2 		$832K Sell
6,054
-1,978
-25% -$292K 0.6% 37
2022
Q1 		$1.25M Buy
8,032
+4,691
+140% +$722K 0.79% 31
2021
Q4 		$523K Buy
3,341
+15
+0.5% +$2.28K 0.32% 84
2021
Q3 		$512K Buy
+3,326
New +$496K 0.33% 87

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independent Wealth Network's IVE Position: Q2 2026 in Review

Independent Wealth Network reduced its iShares S&P 500 Value ETF (IVE) stake by 1.7% in Q2 2026, selling an estimated $10.5K and leaving 2,779 shares worth $631K. The position accounts for 0.16% of the portfolio, ranked #162.

Independent Wealth Network first reported a position in IVE in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.25M in Q1 2022. 502 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Independent Wealth Network held 2,779 shares of iShares S&P 500 Value ETF worth $631K as of Q2 2026.
  • Independent Wealth Network sold 47 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $10.5K.
  • iShares S&P 500 Value ETF made up 0.16% of Independent Wealth Network's portfolio in Q2 2026, its #162 holding.
  • Independent Wealth Network first reported a position in iShares S&P 500 Value ETF in Q3 2021 and has held it in 17 quarters since.
  • Independent Wealth Network's iShares S&P 500 Value ETF position peaked at $1.25M in Q1 2022.
  • 502 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.