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

Omnia 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	$207K	Buy	+913	New	+$204K	0.06%	95
2019 Q2	–	Sell	-319	Closed	-$36K	–	309
2019 Q1	$36K	Hold	319	–	–	0.02%	183
2018 Q4	$32K	Hold	319	–	–	0.02%	175
2018 Q3	$37K	Hold	319	–	–	0.02%	172
2018 Q2	$35K	Hold	319	–	–	0.02%	173
2018 Q1	$35K	Hold	319	–	–	0.02%	170
2017 Q4	$36K	Hold	319	–	–	0.02%	182
2017 Q3	$34K	Hold	319	–	–	0.02%	176
2017 Q2	$33K	Hold	319	–	–	0.02%	180
2017 Q1	$33K	Buy	+319	New	+$33.1K	0.02%	181

Other funds holding IVE

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return