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JPL Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

JPL Wealth Management’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 		$64.5K Buy
+284
New +$63.4K 0.01% 225
2025
Q4 		– Sell
-893
Closed -$184K – 621
2025
Q3 		$184K Buy
+893
New +$179K 0.04% 127

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

JPL Wealth Management's IVE Position: Q2 2026 in Review

JPL Wealth Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 284 shares worth $64.5K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in IVE as recently as Q3 2025.

JPL Wealth Management first reported a position in IVE in Q3 2025 and has held it in 2 quarters since. The position peaked at $184K in Q3 2025. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • JPL Wealth Management held 284 shares of iShares S&P 500 Value ETF worth $64.5K as of Q2 2026.
  • iShares S&P 500 Value ETF was a new JPL Wealth Management position in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #225 holding.
  • JPL Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's iShares S&P 500 Value ETF position peaked at $184K in Q3 2025.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.