Magnolia Private Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Magnolia Private Wealth's IVE Position: Q2 2026 in Review
Magnolia Private Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 313% in Q2 2026, buying an estimated $861K and bringing the position to 5,085 shares worth $1.15M. The position accounts for 0.63% of the portfolio, ranked #43.
Magnolia Private Wealth first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Magnolia Private Wealth held 5,085 shares of iShares S&P 500 Value ETF worth $1.15M as of Q2 2026.
- Magnolia Private Wealth bought 3,854 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $861K.
- iShares S&P 500 Value ETF made up 0.63% of Magnolia Private Wealth's portfolio in Q2 2026, its #43 holding.
- Magnolia Private Wealth first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
- 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.