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

MONECO 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 		$408K Buy
1,934
+22
+1% +$4.76K 0.03% 341
2025
Q4 		$405K Hold
1,912
– – 0.03% 341
2025
Q3 		$395K Sell
1,912
-36
-2% -$7.23K 0.03% 344
2025
Q2 		$381K Buy
1,948
+175
+10% +$32.6K 0.04% 339
2025
Q1 		$338K Sell
1,773
-19
-1% -$3.68K 0.04% 340
2024
Q4 		$342K Buy
1,792
+32
+2% +$6.35K 0.04% 345
2024
Q3 		$347K Hold
1,760
– – 0.04% 319
2024
Q2 		$320K Hold
1,760
– – 0.05% 310
2024
Q1 		$329K Sell
1,760
-155
-8% -$27.6K 0.05% 303
2023
Q4 		$333K Buy
1,915
+300
+19% +$48.2K 0.06% 272
2023
Q3 		$248K Hold
1,615
– – 0.07% 286
2023
Q2 		$260K Sell
1,615
-268
-14% -$41.2K 0.07% 276
2023
Q1 		$286K Buy
1,883
+1
+0.1% +$151 0.08% 250
2022
Q4 		$273K Buy
1,882
+2
+0.1% +$286 0.1% 204
2022
Q3 		$242K Sell
1,880
-13
-0.7% -$1.84K 0.1% 205
2022
Q2 		$260K Buy
1,893
+16
+0.9% +$2.36K 0.1% 198
2022
Q1 		$292K Buy
1,877
+1
+0.1% +$154 0.11% 183
2021
Q4 		$290K Buy
1,876
+261
+16% +$39.7K 0.11% 184
2021
Q3 		$235K Buy
1,615
+209
+15% +$31.1K 0.09% 214
2021
Q2 		$208K Sell
1,406
-153
-10% -$22.5K 0.1% 209
2021
Q1 		$220K Buy
+1,559
New +$210K 0.11% 197

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MONECO Advisors's IVE Position: Q1 2026 in Review

MONECO Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 1.2% in Q1 2026, buying an estimated $4.76K and bringing the position to 1,934 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #341.

MONECO Advisors first reported a position in IVE in Q1 2021 and has held it in 21 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • MONECO Advisors held 1,934 shares of iShares S&P 500 Value ETF worth $408K as of Q1 2026.
  • MONECO Advisors bought 22 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $4.76K.
  • iShares S&P 500 Value ETF made up 0.03% of MONECO Advisors's portfolio in Q1 2026, its #341 holding.
  • MONECO Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.