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Nova Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Nova Wealth Management’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 		$3.41K Hold
15
– – ﹤0.01% 491
2026
Q1 		$3.17K Hold
15
– – ﹤0.01% 475
2025
Q4 		$3.18K Hold
15
– – ﹤0.01% 473
2025
Q3 		$3.1K Sell
15
-67
-82% -$13.5K ﹤0.01% 463
2025
Q2 		$16K Sell
82
-12
-13% -$2.23K 0.01% 323
2025
Q1 		$17.9K Buy
94
+55
+141% +$10.6K 0.02% 296
2024
Q4 		$7.44K Buy
+39
New +$7.74K 0.01% 277

Other funds holding IVE

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Nova Wealth Management's IVE Position: Q2 2026 in Review

Nova Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 15 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Nova Wealth Management first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.9K in Q1 2025. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Nova Wealth Management held 15 shares of iShares S&P 500 Value ETF worth $3.41K as of Q2 2026.
  • Nova Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #491 holding.
  • Nova Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's iShares S&P 500 Value ETF position peaked at $17.9K in Q1 2025.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.