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

Moss Adams 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	$1.03M	Hold	4,525	–	–	0.06%	90
2026 Q1	$955K	Hold	4,525	–	–	0.07%	87
2025 Q4	$960K	Hold	4,525	–	–	0.07%	84
2025 Q3	$934K	Hold	4,525	–	–	0.07%	81
2025 Q2	$884K	Sell	4,525 -1	-0%	-$186	0.08%	88
2025 Q1	$863K	Buy	4,526 +1	+0%	+$194	0.09%	73
2024 Q4	$864K	Hold	4,525	–	–	0.09%	70
2024 Q3	$892K	Buy	+4,525	New	+$860K	0.1%	64

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

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

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Moss Adams Wealth Advisors's IVE Position: Q2 2026 in Review

Moss Adams Wealth Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 4,525 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #90.

Moss Adams Wealth Advisors first reported a position in IVE in Q3 2024 and has held it in 8 quarters since. 853 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Moss Adams Wealth Advisors held 4,525 shares of iShares S&P 500 Value ETF worth $1.03M as of Q2 2026.
Moss Adams Wealth Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.06% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Moss Adams Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
853 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.