Noble Family Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Noble Family Wealth’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	$1.14M	Hold	5,000	–	–	0.2%	41
2026 Q1	$1.06M	Hold	5,000	–	–	0.22%	41
2025 Q4	$1.06M	Hold	5,000	–	–	0.22%	40
2025 Q3	$1.03M	Hold	5,000	–	–	0.23%	41
2025 Q2	$977K	Hold	5,000	–	–	0.24%	40
2025 Q1	$953K	Hold	5,000	–	–	0.26%	38
2024 Q4	$953K	Hold	5,000	–	–	0.26%	38
2024 Q3	$986K	Hold	5,000	–	–	0.27%	39
2024 Q2	$910K	Hold	5,000	–	–	0.26%	41
2024 Q1	$934K	Hold	5,000	–	–	0.27%	41
2023 Q4	$869K	Hold	5,000	–	–	0.26%	41
2023 Q3	$769K	Hold	5,000	–	–	0.26%	41
2023 Q2	$806K	Hold	5,000	–	–	0.26%	41
2023 Q1	$759K	Buy	+5,000	New	+$756K	0.26%	41

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

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

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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

Noble Family Wealth's IVE Position: Q2 2026 in Review

Noble Family Wealth held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 5,000 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #41.

Noble Family Wealth first reported a position in IVE in Q1 2023 and has held it in 14 quarters since. 1,009 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Noble Family Wealth held 5,000 shares of iShares S&P 500 Value ETF worth $1.14M as of Q2 2026.
Noble Family Wealth left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.2% of Noble Family Wealth's portfolio in Q2 2026, its #41 holding.
Noble Family Wealth first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
1,009 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.