MPWM Advisory Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
MPWM Advisory Solutions's IVE Position: Q2 2026 in Review
MPWM Advisory Solutions increased its iShares S&P 500 Value ETF (IVE) stake by 7.8% in Q2 2026, buying an estimated $213K and bringing the position to 13,172 shares worth $2.99M. The position accounts for 1.37% of the portfolio, ranked #16.
MPWM Advisory Solutions first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- MPWM Advisory Solutions held 13,172 shares of iShares S&P 500 Value ETF worth $2.99M as of Q2 2026.
- MPWM Advisory Solutions bought 954 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $213K.
- iShares S&P 500 Value ETF made up 1.37% of MPWM Advisory Solutions's portfolio in Q2 2026, its #16 holding.
- MPWM Advisory Solutions first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.