Newbridge Financial Services Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Newbridge Financial Services Group’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	$152K	Buy	671 +665	+11,083%	+$149K	0.02%	276
2026 Q1	$1.27K	Hold	6	–	–	﹤0.01%	1064
2025 Q4	$1.27K	Buy	+6	New	+$1.26K	﹤0.01%	1056
2024 Q2	–	Sell	-64	Closed	-$12K	–	1167
2024 Q1	$12K	Sell	64 -9	-12%	-$1.6K	0.01%	723
2023 Q4	$12.7K	Buy	73 +1	+1%	+$161	0.01%	686
2023 Q3	$11.1K	Hold	72	–	–	0.01%	799
2023 Q2	$11.6K	Sell	72 -172	-70%	-$26.5K	0.01%	853
2023 Q1	$37K	Buy	244 +1	+0.4%	+$151	0.02%	536
2022 Q4	$35.2K	Sell	243 -298	-55%	-$42.5K	0.02%	549
2022 Q3	$70K	Buy	+541	New	+$76.7K	0.04%	369
2021 Q2	–	Sell	-108	Closed	-$15K	–	1470
2021 Q1	$15K	Hold	108	–	–	0.01%	765
2020 Q4	$14K	Buy	108 +1	+0.9%	+$121	0.01%	629
2020 Q3	$12K	Buy	+107	New	+$12.1K	0.01%	626

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newbridge Financial Services Group's IVE Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares S&P 500 Value ETF (IVE) stake by 11,083% in Q2 2026, buying an estimated $149K and bringing the position to 671 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #276.

Newbridge Financial Services Group first reported a position in IVE in Q3 2020 and has held it in 13 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Newbridge Financial Services Group held 671 shares of iShares S&P 500 Value ETF worth $152K as of Q2 2026.
Newbridge Financial Services Group bought 665 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $149K.
iShares S&P 500 Value ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #276 holding.
Newbridge Financial Services Group first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 13 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.