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Inspire Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Inspire Advisors’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
Q1 		$326K Buy
+1,543
New +$334K 0.03% 438

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Inspire Advisors's IVE Position: Q1 2026 in Review

Inspire Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 1,543 shares worth $326K. The stake represents 0.03% of the portfolio and ranks #438 among its holdings.

1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Inspire Advisors held 1,543 shares of iShares S&P 500 Value ETF worth $326K as of Q1 2026.
  • iShares S&P 500 Value ETF was a new Inspire Advisors position in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.03% of Inspire Advisors's portfolio in Q1 2026, its #438 holding.
  • 1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.