Mosley Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Mosley Wealth Management’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	$497K	Sell	2,191 -19,063	-90%	-$4.26M	0.16%	96
2026 Q1	$4.39M	Buy	21,254 +177	+0.8%	+$38.3K	1.99%	12
2025 Q4	$4.39M	Buy	+21,077	New	+$4.42M	2.01%	12
2024 Q4	$3.87M	Buy	19,643 +1,886	+11%	+$374K	2.4%	9
2024 Q3	$3.53M	Buy	17,757 +1,689	+11%	+$321K	2.41%	9
2024 Q2	$2.92M	Buy	16,068 +1,882	+13%	+$343K	2.49%	8
2024 Q1	$2.65M	Buy	14,186 +6,204	+78%	+$1.1M	2.49%	10
2023 Q4	$1.39M	Buy	+7,982	New	+$1.28M	1.37%	16

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mosley Wealth Management's IVE Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 90% in Q2 2026, selling an estimated $4.26M and leaving 2,191 shares worth $497K. The position accounts for 0.16% of the portfolio, ranked #96.

Mosley Wealth Management first reported a position in IVE in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.39M in Q4 2025. 1,187 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Mosley Wealth Management held 2,191 shares of iShares S&P 500 Value ETF worth $497K as of Q2 2026.
Mosley Wealth Management sold 19,063 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $4.26M.
iShares S&P 500 Value ETF made up 0.16% of Mosley Wealth Management's portfolio in Q2 2026, its #96 holding.
Mosley Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's iShares S&P 500 Value ETF position peaked at $4.39M in Q4 2025.
1,187 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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