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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
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% -$1.13K 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

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Onyx Bridge Wealth Group's IVE Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,839 shares worth $418K. 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 20 quarters since. 724 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Onyx Bridge Wealth Group held 1,839 shares of iShares S&P 500 Value ETF worth $418K as of Q2 2026.
  • Onyx Bridge Wealth Group left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 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 20 quarters since.
  • 724 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.