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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kingsview Wealth Management's IVE Position: Q1 2026 in Review

Kingsview Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 21% in Q1 2026, buying an estimated $353K and bringing the position to 9,225 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #518.

Kingsview Wealth Management first reported a position in IVE in Q1 2022 and has held it in 14 quarters since. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Kingsview Wealth Management held 9,225 shares of iShares S&P 500 Value ETF worth $1.95M as of Q1 2026.
  • Kingsview Wealth Management bought 1,631 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $353K.
  • iShares S&P 500 Value ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #518 holding.
  • Kingsview Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 14 quarters since.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.