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

Inspirion Wealth 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 Q2	$904K	Sell	3,969 -287	-7%	-$64.1K	0.1%	81
2026 Q1	$899K	Hold	4,256	–	–	0.11%	76
2025 Q4	$903K	Sell	4,256 -1	-0%	-$210	0.11%	74
2025 Q3	$839K	Buy	4,257 +1	+0%	+$201	0.12%	67
2025 Q2	$832K	Hold	4,256	–	–	0.11%	70
2025 Q1	$811K	Sell	4,256 -1	-0%	-$194	0.11%	69
2024 Q4	$813K	Hold	4,257	–	–	0.11%	71
2024 Q3	$839K	Sell	4,257 -423	-9%	-$80.3K	0.12%	67
2024 Q2	$852K	Hold	4,680	–	–	0.13%	64
2024 Q1	$874K	Buy	4,680 +12	+0.3%	+$2.13K	0.14%	65
2023 Q4	$816K	Buy	4,668 +9	+0.2%	+$1.45K	0.15%	63
2023 Q3	$717K	Hold	4,659	–	–	0.14%	68
2023 Q2	$751K	Sell	4,659 -106	-2%	-$16.3K	0.14%	65
2023 Q1	$723K	Sell	4,765 -218	-4%	-$32.9K	0.15%	66
2022 Q4	$723K	Sell	4,983 -397	-7%	-$56.7K	0.15%	63
2022 Q3	$691K	Sell	5,380 -388	-7%	-$55K	0.16%	60
2022 Q2	$793K	Sell	5,768 -222	-4%	-$32.8K	0.17%	57
2022 Q1	$933K	Sell	5,990 -80	-1%	-$12.3K	0.19%	47
2021 Q4	$951K	Sell	6,070 -170	-3%	-$25.9K	0.2%	48
2021 Q3	$907K	Sell	6,240 -201	-3%	-$30K	0.21%	43
2021 Q2	$951K	Sell	6,441 -16	-0.2%	-$2.36K	0.23%	41
2021 Q1	$912K	Sell	6,457 -23	-0.4%	-$3.1K	0.24%	41
2020 Q4	$830K	Hold	6,480	–	–	0.23%	34
2020 Q3	$729K	Buy	+6,480	New	+$734K	0.25%	34

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Inspirion Wealth Advisors's IVE Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 6.7% in Q2 2026, selling an estimated $64.1K and leaving 3,969 shares worth $904K. The position accounts for 0.1% of the portfolio, ranked #81.

Inspirion Wealth Advisors first reported a position in IVE in Q3 2020 and has held it in 24 quarters since. The position peaked at $951K in Q4 2021. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Inspirion Wealth Advisors held 3,969 shares of iShares S&P 500 Value ETF worth $904K as of Q2 2026.
Inspirion Wealth Advisors sold 287 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $64.1K.
iShares S&P 500 Value ETF made up 0.1% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Inspirion Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 24 quarters since.
Inspirion Wealth Advisors's iShares S&P 500 Value ETF position peaked at $951K in Q4 2021.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.