Leslie Global Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Leslie Global Wealth’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	$2.23M	Buy	9,833 +7	+0.1%	+$1.56K	0.87%	23
2026 Q1	$2.07M	Buy	+9,826	New	+$2.13M	1.09%	17
2025 Q4	–	Sell	-10,220	Closed	-$2.11M	–	75
2025 Q3	$2.11M	Sell	10,220 -14,500	-59%	-$2.91M	0.99%	18
2025 Q2	$4.83M	Buy	24,720 +12,517	+103%	+$2.33M	2.58%	10
2025 Q1	$2.33M	Sell	12,203 -238	-2%	-$46.1K	1.13%	21
2024 Q4	$2.37M	Sell	12,441 -15,378	-55%	-$3.05M	1.1%	20
2024 Q3	$5.49M	Buy	27,819 +14,374	+107%	+$2.73M	2.67%	13
2024 Q2	$2.45M	Buy	+13,445	New	+$2.45M	1.43%	18

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Leslie Global Wealth's IVE Position: Q2 2026 in Review

Leslie Global Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 0.07% in Q2 2026, buying an estimated $1.56K and bringing the position to 9,833 shares worth $2.23M. The position accounts for 0.87% of the portfolio, ranked #23.

Leslie Global Wealth first reported a position in IVE in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.49M in Q3 2024. 915 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Leslie Global Wealth held 9,833 shares of iShares S&P 500 Value ETF worth $2.23M as of Q2 2026.
Leslie Global Wealth bought 7 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.56K.
iShares S&P 500 Value ETF made up 0.87% of Leslie Global Wealth's portfolio in Q2 2026, its #23 holding.
Leslie Global Wealth first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 8 quarters since.
Leslie Global Wealth's iShares S&P 500 Value ETF position peaked at $5.49M in Q3 2024.
915 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.