Michels Family Financial’s iShares S&P 500 Value ETF IVE Stock Holding History

Michels Family Financial’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	$1.12M	Sell	5,316 -3	-0.1%	-$650	0.81%	39
2025 Q4	$1.13M	Sell	5,319 -10	-0.2%	-$2.1K	0.83%	36
2025 Q3	$1.1M	Sell	5,329 -215	-4%	-$43.2K	0.86%	34
2025 Q2	$1.08M	Sell	5,544 -128	-2%	-$23.8K	0.92%	34
2025 Q1	$1.08M	Sell	5,672 -13	-0.2%	-$2.52K	0.98%	28
2024 Q4	$1.09M	Buy	+5,685	New	+$1.13M	0.99%	26

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

Michels Family Financial's IVE Position: Q1 2026 in Review

Michels Family Financial reduced its iShares S&P 500 Value ETF (IVE) stake by 0.06% in Q1 2026, selling an estimated $650 and leaving 5,316 shares worth $1.12M. The position accounts for 0.81% of the portfolio, ranked #39.

Michels Family Financial first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Michels Family Financial held 5,316 shares of iShares S&P 500 Value ETF worth $1.12M as of Q1 2026.
Michels Family Financial sold 3 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $650.
iShares S&P 500 Value ETF made up 0.81% of Michels Family Financial's portfolio in Q1 2026, its #39 holding.
Michels Family Financial first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's iShares S&P 500 Value ETF position peaked at $1.13M in Q4 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.