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

Maripau Wealth Management’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 Q1	$1.85M	Sell	8,768 -1,082	-11%	-$234K	0.81%	32
2025 Q4	$2.09M	Buy	9,850 +2,576	+35%	+$540K	0.96%	29
2025 Q3	$1.5M	Sell	7,274 -38	-0.5%	-$7.63K	0.76%	39
2025 Q2	$1.43M	Buy	7,312 +2,391	+49%	+$445K	0.72%	38
2025 Q1	$938K	Sell	4,921 -503	-9%	-$97.3K	0.54%	44
2024 Q4	$1.04M	Buy	+5,424	New	+$1.08M	0.61%	37
2024 Q3	–	Sell	-9,382	Closed	-$1.71M	–	89
2024 Q2	$1.71M	Buy	9,382 +247	+3%	+$45K	1.17%	21
2024 Q1	$1.71M	Buy	+9,135	New	+$1.62M	1.28%	18

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Maripau Wealth Management's IVE Position: Q1 2026 in Review

Maripau Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 11% in Q1 2026, selling an estimated $234K and leaving 8,768 shares worth $1.85M. The position accounts for 0.81% of the portfolio, ranked #32.

Maripau Wealth Management first reported a position in IVE in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.09M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Maripau Wealth Management held 8,768 shares of iShares S&P 500 Value ETF worth $1.85M as of Q1 2026.
Maripau Wealth Management sold 1,082 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $234K.
iShares S&P 500 Value ETF made up 0.81% of Maripau Wealth Management's portfolio in Q1 2026, its #32 holding.
Maripau Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 8 quarters since.
Maripau Wealth Management's iShares S&P 500 Value ETF position peaked at $2.09M in Q4 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.