Onyx Bridge Wealth Group
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Onyx Bridge Wealth Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Onyx Bridge Wealth Group’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 		$420K Buy
1,840
+1
+0.1% +$234 0.04% 266
2026
Q2 		$418K Hold
1,839
– – 0.04% 266
2026
Q1 		$388K Buy
1,839
+2
+0.1% +$433 0.04% 250
2025
Q4 		$390K Sell
1,837
-20
-1% -$4.19K 0.04% 248
2025
Q3 		$383K Buy
1,857
+13
+0.7% +$2.61K 0.04% 255
2025
Q2 		$360K Buy
1,844
+4
+0.2% +$745 0.05% 207
2025
Q1 		$351K Sell
1,840
-26
-1% -$5.03K 0.05% 197
2024
Q4 		$356K Buy
1,866
+27
+1% +$5.36K 0.05% 192
2024
Q3 		$363K Buy
1,839
+1
+0.1% +$190 0.05% 198
2024
Q2 		$335K Sell
1,838
-25
-1% -$4.55K 0.05% 194
2024
Q1 		$336K Buy
1,863
+1
+0.1% +$178 0.06% 188
2023
Q4 		$324K Sell
1,862
-7
-0.4% -$1.12K 0.07% 183
2023
Q3 		$288K Hold
1,869
– – 0.07% 181
2023
Q2 		$301K Sell
1,869
-20
-1% -$3.08K 0.07% 174
2023
Q1 		$287K Sell
1,889
-75
-4% -$11.3K 0.11% 132
2022
Q4 		$293K Hold
1,964
– – 0.12% 123
2022
Q3 		$255K Buy
1,964
+96
+5% +$13.6K 0.12% 124
2022
Q2 		$263K Sell
1,868
-54
-3% -$7.97K 0.12% 118
2022
Q1 		$289K Buy
1,922
+1
+0.1% +$154 0.11% 107
2021
Q4 		$302K Buy
1,921
+33
+2% +$5.02K 0.1% 116
2021
Q3 		$284K Buy
+1,888
New +$281K 0.11% 103

Other funds holding IVE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Onyx Bridge Wealth Group's IVE Position: Q3 2026 in Review

Onyx Bridge Wealth Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.05% in Q3 2026, buying an estimated $234 and bringing the position to 1,840 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #266.

Onyx Bridge Wealth Group first reported a position in IVE in Q3 2021 and has held it in 21 quarters since. 1,195 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Onyx Bridge Wealth Group held 1,840 shares of iShares S&P 500 Value ETF worth $420K as of Q3 2026.
  • Onyx Bridge Wealth Group bought 1 iShares S&P 500 Value ETF share in Q3 2026, an estimated $234.
  • iShares S&P 500 Value ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #266 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares S&P 500 Value ETF in Q3 2021 and has held it in 21 quarters since.
  • 1,195 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.