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Moneywise Inc’s iShares S&P 500 Value ETF IVE Stock Holding History

Moneywise Inc’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 		$555K Sell
2,443
-24
-1% -$5.36K 0.21% 56
2026
Q1 		$521K Buy
2,467
+512
+26% +$111K 0.23% 58
2025
Q4 		$415K Buy
1,955
+213
+12% +$44.6K 0.17% 63
2025
Q3 		$360K Sell
1,742
-51
-3% -$10.2K 0.16% 56
2025
Q2 		$350K Buy
+1,793
New +$334K 0.16% 61

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
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
CC
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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Moneywise Inc's IVE Position: Q2 2026 in Review

Moneywise Inc reduced its iShares S&P 500 Value ETF (IVE) stake by 0.97% in Q2 2026, selling an estimated $5.36K and leaving 2,443 shares worth $555K. The position accounts for 0.21% of the portfolio, ranked #56.

Moneywise Inc first reported a position in IVE in Q2 2025 and has held it in 5 quarters since. 438 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Moneywise Inc held 2,443 shares of iShares S&P 500 Value ETF worth $555K as of Q2 2026.
  • Moneywise Inc sold 24 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $5.36K.
  • iShares S&P 500 Value ETF made up 0.21% of Moneywise Inc's portfolio in Q2 2026, its #56 holding.
  • Moneywise Inc first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 438 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.