MN Wealth Advisors
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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
Q3 		$1.3M Buy
5,705
+97
+2% +$22.7K 0.53% 38
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

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

MN Wealth Advisors's IVE Position: Q3 2026 in Review

MN Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 1.7% in Q3 2026, buying an estimated $22.7K and bringing the position to 5,705 shares worth $1.3M. The position accounts for 0.53% of the portfolio, ranked #38.

MN Wealth Advisors first reported a position in IVE in Q1 2025 and has held it in 7 quarters since. 609 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • MN Wealth Advisors held 5,705 shares of iShares S&P 500 Value ETF worth $1.3M as of Q3 2026.
  • MN Wealth Advisors bought 97 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $22.7K.
  • iShares S&P 500 Value ETF made up 0.53% of MN Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • MN Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 7 quarters since.
  • 609 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.