Next Level Wealth Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Next Level Wealth Planning’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 Q3	$34.5K	Buy	+151	New	+$35.3K	0.01%	211

Other funds holding IVE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Next Level Wealth Planning's IVE Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 151 shares worth $34.5K. The stake represents 0.01% of the portfolio and ranks #211 among its holdings.

1,119 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Next Level Wealth Planning held 151 shares of iShares S&P 500 Value ETF worth $34.5K as of Q3 2026.
iShares S&P 500 Value ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares S&P 500 Value ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #211 holding.
1,119 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.