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 Q3	$616K	Sell	2,701 -78	-3%	-$18.2K	0.16%	167
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%	+$49.2K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Independent Wealth Network's IVE Position: Q3 2026 in Review

Independent Wealth Network reduced its iShares S&P 500 Value ETF (IVE) stake by 2.8% in Q3 2026, selling an estimated $18.2K and leaving 2,701 shares worth $616K. The position accounts for 0.16% of the portfolio, ranked #167.

Independent Wealth Network first reported a position in IVE in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.25M in Q1 2022. 1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Independent Wealth Network held 2,701 shares of iShares S&P 500 Value ETF worth $616K as of Q3 2026.
Independent Wealth Network sold 78 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $18.2K.
iShares S&P 500 Value ETF made up 0.16% of Independent Wealth Network's portfolio in Q3 2026, its #167 holding.
Independent Wealth Network first reported a position in iShares S&P 500 Value ETF in Q3 2021 and has held it in 18 quarters since.
Independent Wealth Network's iShares S&P 500 Value ETF position peaked at $1.25M in Q1 2022.
1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.