Measured Wealth Private Client Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Measured Wealth Private Client Group’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	$179K	Buy	850 +142	+20%	+$30.7K	0.05%	194
2025 Q4	$150K	Hold	708	–	–	0.04%	219
2025 Q3	$146K	Buy	+708	New	+$142K	0.04%	214
2022 Q2	–	Sell	-1,608	Closed	-$250K	–	187
2022 Q1	$250K	Hold	1,608	–	–	0.09%	140
2021 Q4	$252K	Hold	1,608	–	–	0.09%	139
2021 Q3	$234K	Hold	1,608	–	–	0.09%	143
2021 Q2	$237K	Hold	1,608	–	–	0.08%	157
2021 Q1	$227K	Hold	1,608	–	–	0.08%	140
2020 Q4	$206K	Buy	+1,608	New	+$194K	0.09%	129
2020 Q1	–	Sell	-1,942	Closed	-$253K	–	113
2019 Q4	$253K	Sell	1,942 -1,025	-35%	-$128K	0.17%	83
2019 Q3	$353K	Sell	2,967 -1,069	-26%	-$125K	0.23%	71
2019 Q2	$471K	Sell	4,036 -563	-12%	-$64.5K	0.27%	70
2019 Q1	$519K	Buy	4,599 +551	+14%	+$60.5K	0.32%	62
2018 Q4	$409K	Sell	4,048 -151	-4%	-$16.5K	0.37%	44
2018 Q3	$485K	Buy	4,199 +1,892	+82%	+$217K	0.29%	49
2018 Q2	$254K	Buy	+2,307	New	+$256K	0.21%	116

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

Measured Wealth Private Client Group's IVE Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its iShares S&P 500 Value ETF (IVE) stake by 20% in Q1 2026, buying an estimated $30.7K and bringing the position to 850 shares worth $179K. The position accounts for 0.05% of the portfolio, ranked #194.

Measured Wealth Private Client Group first reported a position in IVE in Q2 2018 and has held it in 16 quarters since. The position peaked at $519K in Q1 2019. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Measured Wealth Private Client Group held 850 shares of iShares S&P 500 Value ETF worth $179K as of Q1 2026.
Measured Wealth Private Client Group bought 142 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $30.7K.
iShares S&P 500 Value ETF made up 0.05% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #194 holding.
Measured Wealth Private Client Group first reported a position in iShares S&P 500 Value ETF in Q2 2018 and has held it in 16 quarters since.
Measured Wealth Private Client Group's iShares S&P 500 Value ETF position peaked at $519K in Q1 2019.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.