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Oxler Private Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Oxler Private 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 		$673K Buy
2,965
+9
+0.3% +$2.01K 0.19% 56
2026
Q1 		$624K Buy
2,956
+8
+0.3% +$1.73K 0.2% 55
2025
Q4 		$625K Buy
2,948
+10
+0.3% +$2.1K 0.18% 57
2025
Q3 		$607K Buy
2,938
+10
+0.3% +$2.01K 0.18% 58
2025
Q2 		$572K Sell
2,928
-134
-4% -$25K 0.18% 58
2025
Q1 		$584K Buy
3,062
+9
+0.3% +$1.74K 0.21% 58
2024
Q4 		$583K Buy
3,053
+12
+0.4% +$2.38K 0.19% 60
2024
Q3 		$600K Buy
3,041
+12
+0.4% +$2.28K 0.21% 56
2024
Q2 		$551K Buy
3,029
+11
+0.4% +$2K 0.2% 58
2024
Q1 		$564K Buy
3,018
+9
+0.3% +$1.6K 0.22% 59
2023
Q4 		$523K Buy
3,009
+23
+0.8% +$3.7K 0.43% 41
2023
Q3 		$460K Sell
2,986
-1
-0% -$162 0.23% 71
2023
Q2 		$481K Buy
2,987
+7
+0.2% +$1.08K 0.23% 71
2023
Q1 		$452K Buy
2,980
+10
+0.3% +$1.51K 0.22% 71
2022
Q4 		$431K Buy
2,970
+14
+0.5% +$2K 0.23% 73
2022
Q3 		$402K Buy
2,956
+13
+0.4% +$1.84K 0.22% 76
2022
Q2 		$405K Buy
2,943
+13
+0.4% +$1.92K 0.19% 82
2022
Q1 		$456K Buy
2,930
+13
+0.4% +$2K 0.21% 87
2021
Q4 		$456K Buy
2,917
+14
+0.5% +$2.13K 0.19% 98
2021
Q3 		$422K Hold
2,903
– – 0.19% 101
2021
Q2 		$428K Buy
2,903
+135
+5% +$19.9K 0.19% 105
2021
Q1 		$390K Buy
2,768
+714
+35% +$96.1K 0.2% 96
2020
Q4 		$262K Buy
+2,054
New +$248K 0.15% 90

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oxler Private Wealth's IVE Position: Q2 2026 in Review

Oxler Private Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 0.3% in Q2 2026, buying an estimated $2.01K and bringing the position to 2,965 shares worth $673K. The position accounts for 0.19% of the portfolio, ranked #56.

Oxler Private Wealth first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Oxler Private Wealth held 2,965 shares of iShares S&P 500 Value ETF worth $673K as of Q2 2026.
  • Oxler Private Wealth bought 9 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.01K.
  • iShares S&P 500 Value ETF made up 0.19% of Oxler Private Wealth's portfolio in Q2 2026, its #56 holding.
  • Oxler Private Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.