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

MN 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	$1.27M	Sell	5,608 -295	-5%	-$65.9K	0.54%	36
2026 Q1	$1.25M	Buy	5,903 +126	+2%	+$27.3K	0.61%	33
2025 Q4	$1.23M	Buy	5,777 +1,521	+36%	+$319K	0.62%	33
2025 Q3	$879K	Buy	4,256 +180	+4%	+$36.2K	0.47%	47
2025 Q2	$797K	Buy	4,076 +2,456	+152%	+$457K	0.46%	49
2025 Q1	$309K	Buy	+1,620	New	+$313K	0.18%	86

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

MN Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 5% in Q2 2026, selling an estimated $65.9K and leaving 5,608 shares worth $1.27M. The position accounts for 0.54% of the portfolio, ranked #36.

MN Wealth Advisors first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

MN Wealth Advisors held 5,608 shares of iShares S&P 500 Value ETF worth $1.27M as of Q2 2026.
MN Wealth Advisors sold 295 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $65.9K.
iShares S&P 500 Value ETF made up 0.54% of MN Wealth Advisors's portfolio in Q2 2026, its #36 holding.
MN Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.