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Ironwood Wealth Management (West Virginia)’s iShares S&P 500 Value ETF IVE Stock Holding History

Ironwood Wealth Management (West Virginia)’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 		$15.2M Buy
65,995
+134
+0.2% +$29.9K 6.41% 7
2026
Q1 		$14.3M Sell
65,861
-276
-0.4% -$59.8K 6.41% 7
2025
Q4 		$14.4M Sell
66,137
-1,529
-2% -$320K 6.45% 7
2025
Q3 		$13.7M Buy
67,666
+829
+1% +$167K 6.28% 7
2025
Q2 		$13.2M Sell
66,837
-29
-0% -$5.4K 6.23% 8
2025
Q1 		$11.7M Sell
66,866
-3,692
-5% -$714K 6.11% 8
2024
Q4 		$13.3M Sell
70,558
-153
-0.2% -$30.3K 6.55% 7
2024
Q3 		$13.9M Sell
70,711
-786
-1% -$149K 6.81% 7
2024
Q2 		$13.2M Buy
71,497
+176
+0.2% +$32.1K 6.69% 8
2024
Q1 		$12.9M Sell
71,321
-427
-0.6% -$75.9K 6.78% 8
2023
Q4 		$12.4M Sell
71,748
-1,128
-2% -$181K 6.81% 8
2023
Q3 		$11M Sell
72,876
-553
-0.8% -$89.4K 6.59% 8
2023
Q2 		$11.7M Sell
73,429
-447
-0.6% -$68.8K 6.84% 8
2023
Q1 		$11.2M Sell
73,876
-1,013
-1% -$153K 6.65% 8
2022
Q4 		$11.4M Sell
74,889
-299
-0.4% -$42.7K 6.7% 8
2022
Q3 		$9.87M Sell
75,188
-66
-0.1% -$9.35K 7.1% 7
2022
Q2 		$10.5M Sell
75,254
-65
-0.1% -$9.59K 7.18% 7
2022
Q1 		$11.7M Buy
75,319
+87
+0.1% +$13.4K 8.46% 6
2021
Q4 		$11.8M Buy
75,232
+267
+0.4% +$40.6K 8.25% 7
2021
Q3 		$10.9M Sell
74,965
-5,948
-7% -$886K 8.08% 7
2021
Q2 		$11.9M Buy
80,913
+55
+0.1% +$8.1K 8.57% 7
2021
Q1 		$11.4M Buy
80,858
+44,857
+125% +$6.04M 9.03% 7
2020
Q4 		$4.61M Buy
+36,001
New +$4.35M 4.15% 10

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s IVE Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) increased its iShares S&P 500 Value ETF (IVE) stake by 0.2% in Q2 2026, buying an estimated $29.9K and bringing the position to 65,995 shares worth $15.2M. The position accounts for 6.41% of the portfolio, ranked #7.

Ironwood Wealth Management (West Virginia) first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Ironwood Wealth Management (West Virginia) held 65,995 shares of iShares S&P 500 Value ETF worth $15.2M as of Q2 2026.
  • Ironwood Wealth Management (West Virginia) bought 134 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $29.9K.
  • iShares S&P 500 Value ETF made up 6.41% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #7 holding.
  • Ironwood Wealth Management (West Virginia) first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.