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

Kingsview 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	$2.29M	Buy	10,064 +839	+9%	+$187K	0.03%	529
2026 Q1	$1.95M	Buy	9,225 +1,631	+21%	+$353K	0.03%	518
2025 Q4	$1.61M	Buy	7,594 +2,809	+59%	+$589K	0.02%	522
2025 Q3	$988K	Sell	4,785 -25	-0.5%	-$5.02K	0.02%	616
2025 Q2	$940K	Buy	4,810 +37	+0.8%	+$6.89K	0.02%	599
2025 Q1	$910K	Buy	4,773 +14	+0.3%	+$2.71K	0.02%	569
2024 Q4	$908K	Sell	4,759 -173	-4%	-$34.3K	0.02%	575
2024 Q3	$972K	Buy	4,932 +1,009	+26%	+$192K	0.02%	538
2024 Q2	$714K	Buy	3,923 +704	+22%	+$128K	0.02%	587
2024 Q1	$601K	Buy	3,219 +786	+32%	+$140K	0.02%	621
2023 Q4	$423K	Sell	2,433 -1,222	-33%	-$196K	0.01%	674
2023 Q3	$562K	Buy	+3,655	New	+$591K	0.02%	584
2022 Q4	–	Sell	-1,643	Closed	-$211K	–	872
2022 Q3	$211K	Sell	1,643 -303	-16%	-$42.9K	0.01%	742
2022 Q2	$268K	Buy	1,946 +121	+7%	+$17.9K	0.01%	693
2022 Q1	$284K	Buy	+1,825	New	+$281K	0.01%	717

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

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

Kingsview Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 9.1% in Q2 2026, buying an estimated $187K and bringing the position to 10,064 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #529.

Kingsview Wealth Management first reported a position in IVE in Q1 2022 and has held it in 15 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Kingsview Wealth Management held 10,064 shares of iShares S&P 500 Value ETF worth $2.29M as of Q2 2026.
Kingsview Wealth Management bought 839 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $187K.
iShares S&P 500 Value ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #529 holding.
Kingsview Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 15 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.