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

Maia 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	$9.53M	Sell	41,971 -1,506	-3%	-$336K	1.4%	9
2026 Q1	$9.18M	Sell	43,477 -3,589	-8%	-$777K	1.55%	7
2025 Q4	$10.3M	Buy	47,066 +4,130	+10%	+$866K	1.76%	7
2025 Q3	$8.99M	Buy	42,936 +4,489	+12%	+$902K	1.51%	13
2025 Q2	$7.51M	Buy	38,447 +2,241	+6%	+$417K	1.43%	12
2025 Q1	$6.53M	Buy	36,206 +9,566	+36%	+$1.85M	1.48%	11
2024 Q4	$5.28M	Buy	26,640 +2,167	+9%	+$430K	1.14%	19
2024 Q3	$4.84M	Buy	24,473 +3,398	+16%	+$645K	1.2%	20
2024 Q2	$3.93M	Buy	+21,075	New	+$3.84M	1.18%	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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Maia Wealth's IVE Position: Q2 2026 in Review

Maia Wealth reduced its iShares S&P 500 Value ETF (IVE) stake by 3.5% in Q2 2026, selling an estimated $336K and leaving 41,971 shares worth $9.53M. The position accounts for 1.4% of the portfolio, ranked #9.

Maia Wealth first reported a position in IVE in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.3M in Q4 2025. 726 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Maia Wealth held 41,971 shares of iShares S&P 500 Value ETF worth $9.53M as of Q2 2026.
Maia Wealth sold 1,506 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $336K.
iShares S&P 500 Value ETF made up 1.4% of Maia Wealth's portfolio in Q2 2026, its #9 holding.
Maia Wealth first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
Maia Wealth's iShares S&P 500 Value ETF position peaked at $10.3M in Q4 2025.
726 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.