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KFA Private Wealth Group’s iShares S&P 500 Value ETF IVE Stock Holding History

KFA Private Wealth Group’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 		$814K Buy
+3,584
New +$801K 0.2% 56
2024
Q3 		– Sell
-2,727
Closed -$496K – 83
2024
Q2 		$496K Sell
2,727
-54,327
-95% -$9.89M 0.26% 43
2024
Q1 		$10.7M Buy
57,054
+476
+0.8% +$84.6K 3.31% 9
2023
Q4 		$9.84M Buy
56,578
+8,010
+16% +$1.29M 3.53% 9
2023
Q3 		$7.47M Buy
48,568
+1,418
+3% +$229K 3.11% 10
2023
Q2 		$7.6M Buy
47,150
+467
+1% +$71.8K 3.15% 10
2023
Q1 		$7.08M Sell
46,683
-3,040
-6% -$459K 3.23% 10
2022
Q4 		$7.21M Buy
49,723
+4,995
+11% +$713K 3.68% 10
2022
Q3 		$5.75M Buy
44,728
+319
+0.7% +$45.2K 3.06% 10
2022
Q2 		$6.1M Buy
44,409
+65
+0.1% +$9.59K 3.38% 9
2022
Q1 		$6.91M Buy
44,344
+2,071
+5% +$319K 3.46% 8
2021
Q4 		$6.62M Buy
42,273
+308
+0.7% +$46.8K 3.29% 9
2021
Q3 		$6.1M Buy
41,965
+241
+0.6% +$35.9K 3.34% 9
2021
Q2 		$6.16M Buy
41,724
+729
+2% +$107K 3.36% 9
2021
Q1 		$5.79M Buy
40,995
+1,864
+5% +$251K 3.38% 10
2020
Q4 		$5.01M Buy
39,131
+1,020
+3% +$123K 3.18% 10
2020
Q3 		$4.29M Buy
38,111
+1,636
+4% +$185K 3.21% 10
2020
Q2 		$3.95M Buy
36,475
+4,283
+13% +$454K 3.8% 8
2020
Q1 		$3.1M Buy
+32,192
New +$3.83M 3.67% 7

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

KFA Private Wealth Group's IVE Position: Q2 2026 in Review

KFA Private Wealth Group opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 3,584 shares worth $814K. The stake represents 0.2% of the portfolio and ranks #56 among its holdings. This is a return to the name: KFA Private Wealth Group previously reported a position in IVE as recently as Q2 2024.

KFA Private Wealth Group first reported a position in IVE in Q1 2020 and has held it in 19 quarters since. The position peaked at $10.7M in Q1 2024. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • KFA Private Wealth Group held 3,584 shares of iShares S&P 500 Value ETF worth $814K as of Q2 2026.
  • iShares S&P 500 Value ETF was a new KFA Private Wealth Group position in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.2% of KFA Private Wealth Group's portfolio in Q2 2026, its #56 holding.
  • KFA Private Wealth Group first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 19 quarters since.
  • KFA Private Wealth Group's iShares S&P 500 Value ETF position peaked at $10.7M in Q1 2024.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.