Kingswood Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Kingswood Wealth Advisors’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	$904K	Sell	3,982 -587	-13%	-$131K	0.04%	432
2026 Q1	$965K	Sell	4,569 -431	-9%	-$93.3K	0.05%	384
2025 Q4	$1.06M	Buy	5,000 +194	+4%	+$40.7K	0.05%	339
2025 Q3	$992K	Buy	4,806 +555	+13%	+$111K	0.06%	316
2025 Q2	$831K	Buy	4,251 +187	+5%	+$34.8K	0.07%	298
2025 Q1	$774K	Buy	4,064 +1,380	+51%	+$267K	0.07%	302
2024 Q4	$512K	Buy	2,684 +480	+22%	+$95.2K	0.04%	433
2024 Q3	$435K	Buy	2,204 +567	+35%	+$108K	0.03%	493
2024 Q2	$298K	Buy	+1,637	New	+$298K	0.03%	523

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

Kingswood Wealth Advisors's IVE Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 13% in Q2 2026, selling an estimated $131K and leaving 3,982 shares worth $904K. The position accounts for 0.04% of the portfolio, ranked #432.

Kingswood Wealth Advisors first reported a position in IVE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q4 2025. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Kingswood Wealth Advisors held 3,982 shares of iShares S&P 500 Value ETF worth $904K as of Q2 2026.
Kingswood Wealth Advisors sold 587 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $131K.
iShares S&P 500 Value ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #432 holding.
Kingswood Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's iShares S&P 500 Value ETF position peaked at $1.06M in Q4 2025.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.