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

King Wealth Management 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	$1.49M	Hold	6,550	–	–	0.16%	60
2026 Q1	$1.38M	Hold	6,550	–	–	0.17%	56
2025 Q4	$1.39M	Hold	6,550	–	–	0.17%	54
2025 Q3	$1.35M	Hold	6,550	–	–	0.17%	54
2025 Q2	$1.28M	Hold	6,550	–	–	0.17%	53
2025 Q1	$1.25M	Hold	6,550	–	–	0.19%	54
2024 Q4	$1.25M	Buy	6,550 +1,650	+34%	+$327K	0.18%	53
2024 Q3	$966K	Sell	4,900 -1,258	-20%	-$239K	0.15%	64
2024 Q2	$1.12M	Hold	6,158	–	–	0.19%	54
2024 Q1	$1.15M	Buy	6,158 +185	+3%	+$32.9K	0.2%	54
2023 Q4	$1.04M	Hold	5,973	–	–	0.2%	55
2023 Q3	$919K	Hold	5,973	–	–	0.19%	56
2023 Q2	$963K	Buy	5,973 +1,550	+35%	+$238K	0.19%	59
2023 Q1	$671K	Hold	4,423	–	–	0.15%	66
2022 Q4	$642K	Hold	4,423	–	–	0.15%	71
2022 Q3	$568K	Hold	4,423	–	–	0.14%	70
2022 Q2	$608K	Hold	4,423	–	–	0.15%	70
2022 Q1	$689K	Hold	4,423	–	–	0.14%	76
2021 Q4	$693K	Buy	4,423 +3,000	+211%	+$456K	0.13%	80
2021 Q3	$207K	Buy	+1,423	New	+$212K	0.04%	163

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

King Wealth Management Group's IVE Position: Q2 2026 in Review

King Wealth Management Group held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 6,550 shares worth $1.49M. The position accounts for 0.16% of the portfolio, ranked #60.

King Wealth Management Group first reported a position in IVE in Q3 2021 and has held it in 20 quarters since. 1,551 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

King Wealth Management Group held 6,550 shares of iShares S&P 500 Value ETF worth $1.49M as of Q2 2026.
King Wealth Management Group left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.16% of King Wealth Management Group's portfolio in Q2 2026, its #60 holding.
King Wealth Management Group first reported a position in iShares S&P 500 Value ETF in Q3 2021 and has held it in 20 quarters since.
1,551 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.