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Oak Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Oak Wealth Advisors’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
Q1 		– Sell
-972
Closed -$206K – 58
2025
Q4 		$206K Hold
972
– – 0.12% 59
2025
Q3 		$201K Buy
+972
New +$195K 0.12% 59
2025
Q2 		– Sell
-1,063
Closed -$203K – 58
2025
Q1 		$203K Hold
1,063
– – 0.15% 52
2024
Q4 		$203K Buy
+1,063
New +$211K 0.16% 59

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oak Wealth Advisors's IVE Position: Q1 2026 in Review

Oak Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 972 shares — an estimated $206K sold.

Oak Wealth Advisors first reported a position in IVE in Q4 2024 and held it in 4 quarters. The position peaked at $206K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Oak Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Oak Wealth Advisors sold 972 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $206K.
  • Oak Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2024 and held it in 4 quarters.
  • Oak Wealth Advisors's iShares S&P 500 Value ETF position peaked at $206K in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Oak Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.