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 Q2	$2.58M	Sell	11,382 -1,361	-11%	-$304K	1.6%	20
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 $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Merkkuri Wealth Advisors's IVE Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 11% in Q2 2026, selling an estimated $304K and leaving 11,382 shares worth $2.58M. The position accounts for 1.6% of the portfolio, ranked #20.

Merkkuri Wealth Advisors first reported a position in IVE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.83M in Q4 2025. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Merkkuri Wealth Advisors held 11,382 shares of iShares S&P 500 Value ETF worth $2.58M as of Q2 2026.
Merkkuri Wealth Advisors sold 1,361 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $304K.
iShares S&P 500 Value ETF made up 1.6% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Merkkuri Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's iShares S&P 500 Value ETF position peaked at $2.83M in Q4 2025.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.