Independent Wealth Network’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$342K Buy
7,128
+1,401
+24% +$64.1K 0.09% 227
2026
Q1
$238K Buy
5,727
+275
+5% +$11.6K 0.07% 252
2025
Q4
$226K Buy
+5,452
New +$218K 0.07% 247

Other funds holding SEIV

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

Independent Wealth Network increased its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 24% in Q2 2026, buying an estimated $64.1K and bringing the position to 7,128 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #227.

Independent Wealth Network first reported a position in SEIV in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Independent Wealth Network held 7,128 shares of SEI QiM U.S. Large Cap Value Active ETF worth $342K as of Q2 2026.
  • Independent Wealth Network bought 1,401 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $64.1K.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.09% of Independent Wealth Network's portfolio in Q2 2026, its #227 holding.
  • Independent Wealth Network first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

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