Oxler Private Wealth
IVE icon

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
Q3 		$679K Buy
2,974
+9
+0.3% +$2.1K 0.18% 54
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Oxler Private Wealth's IVE Position: Q3 2026 in Review

Oxler Private Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 0.3% in Q3 2026, buying an estimated $2.1K and bringing the position to 2,974 shares worth $679K. The position accounts for 0.18% of the portfolio, ranked #54.

Oxler Private Wealth first reported a position in IVE in Q4 2020 and has held it in 24 quarters since. 1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Oxler Private Wealth held 2,974 shares of iShares S&P 500 Value ETF worth $679K as of Q3 2026.
  • Oxler Private Wealth bought 9 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $2.1K.
  • iShares S&P 500 Value ETF made up 0.18% of Oxler Private Wealth's portfolio in Q3 2026, its #54 holding.
  • Oxler Private Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.