Pension & Wealth Management Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Pension & Wealth Management Advisors’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	$40.3K	Sell	177 -6	-3%	-$1.34K	0.01%	350
2026 Q1	$38.8K	Buy	183 +1	+0.5%	+$217	0.01%	317
2025 Q4	$38.8K	Hold	182	–	–	0.01%	328
2025 Q3	$37.6K	Buy	182 +1	+0.6%	+$201	0.01%	305
2025 Q2	$35.4K	Buy	181 +1	+0.6%	+$186	0.01%	298
2025 Q1	$34.4K	Buy	180 +1	+0.6%	+$194	0.01%	298
2024 Q4	$34.3K	Buy	179 +1	+0.6%	+$198	0.01%	296
2024 Q3	$35.3K	Buy	178 +1	+0.6%	+$190	0.02%	250
2024 Q2	$32.4K	Hold	177	–	–	0.02%	236
2024 Q1	$33.1K	Buy	+177	New	+$31.5K	0.02%	223

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pension & Wealth Management Advisors's IVE Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 3.3% in Q2 2026, selling an estimated $1.34K and leaving 177 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #350.

Pension & Wealth Management Advisors first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 1,706 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Pension & Wealth Management Advisors held 177 shares of iShares S&P 500 Value ETF worth $40.3K as of Q2 2026.
Pension & Wealth Management Advisors sold 6 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.34K.
iShares S&P 500 Value ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #350 holding.
Pension & Wealth Management Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.