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

Merkkuri Wealth Advisors’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	$2.69M	Sell	12,743 -620	-5%	-$134K	1.78%	15
2025 Q4	$2.83M	Buy	13,363 +3,349	+33%	+$702K	1.93%	15
2025 Q3	$2.07M	Buy	10,014 +213	+2%	+$42.8K	1.5%	20
2025 Q2	$1.92M	Buy	9,801 +2,075	+27%	+$387K	1.45%	19
2025 Q1	$1.47M	Buy	7,726 +2,893	+60%	+$560K	1.26%	27
2024 Q4	$922K	Buy	4,833 +724	+18%	+$144K	0.73%	36
2024 Q3	$810K	Buy	4,109 +1,039	+34%	+$197K	0.64%	39
2024 Q2	$559K	Buy	+3,070	New	+$559K	0.51%	46

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

Merkkuri Wealth Advisors's IVE Position: Q1 2026 in Review

Merkkuri Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 4.6% in Q1 2026, selling an estimated $134K and leaving 12,743 shares worth $2.69M. The position accounts for 1.78% of the portfolio, ranked #15.

Merkkuri Wealth Advisors first reported a position in IVE in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.83M in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Merkkuri Wealth Advisors held 12,743 shares of iShares S&P 500 Value ETF worth $2.69M as of Q1 2026.
Merkkuri Wealth Advisors sold 620 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $134K.
iShares S&P 500 Value ETF made up 1.78% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Merkkuri Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's iShares S&P 500 Value ETF position peaked at $2.83M in Q4 2025.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.