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 Q3	$8.02M	Sell	35,112 -6,859	-16%	-$1.6M	1.1%	15
2026 Q2	$9.5M	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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Maia Wealth's IVE Position: Q3 2026 in Review

Maia Wealth reduced its iShares S&P 500 Value ETF (IVE) stake by 16% in Q3 2026, selling an estimated $1.6M and leaving 35,112 shares worth $8.02M. The position accounts for 1.1% of the portfolio, ranked #15.

Maia Wealth first reported a position in IVE in Q2 2024 and has held it in 10 quarters since. The position peaked at $10.3M in Q4 2025. 659 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Maia Wealth held 35,112 shares of iShares S&P 500 Value ETF worth $8.02M as of Q3 2026.
Maia Wealth sold 6,859 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $1.6M.
iShares S&P 500 Value ETF made up 1.1% of Maia Wealth's portfolio in Q3 2026, its #15 holding.
Maia Wealth first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 10 quarters since.
Maia Wealth's iShares S&P 500 Value ETF position peaked at $10.3M in Q4 2025.
659 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.