Peterson Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $362K | Sell |
1,715
-172
| -9% | -$37.2K | 0.05% | 84 |
|
|
2025
Q4 | $400K | Sell |
1,887
-74
| -4% | -$15.5K | 0.05% | 76 |
|
|
2025
Q3 | $408K | Sell |
1,961
-147
| -7% | -$29.5K | 0.06% | 74 |
|
|
2025
Q2 | $412K | Buy |
2,108
+6
| +0.3% | +$1.12K | 0.07% | 70 |
|
|
2025
Q1 | $360K | Sell |
2,102
-7
| -0.3% | -$1.35K | 0.07% | 69 |
|
|
2024
Q4 | $404K | Buy |
2,109
+5
| +0.2% | +$992 | 0.07% | 64 |
|
|
2024
Q3 | $415K | Sell |
2,104
-240
| -10% | -$45.6K | 0.08% | 56 |
|
|
2024
Q2 | $427K | Sell |
2,344
-52
| -2% | -$9.47K | 0.09% | 51 |
|
|
2024
Q1 | $448K | Buy |
2,396
+299
| +14% | +$53.1K | 0.1% | 47 |
|
|
2023
Q4 | $365K | Sell |
2,097
-30
| -1% | -$4.82K | 0.09% | 49 |
|
|
2023
Q3 | $327K | Sell |
2,127
-5
| -0.2% | -$808 | 0.09% | 50 |
|
|
2023
Q2 | $344K | Sell |
2,132
-134
| -6% | -$20.6K | 0.09% | 47 |
|
|
2023
Q1 | $344K | Hold |
2,266
| – | – | 0.09% | 51 |
|
|
2022
Q4 | $329K | Hold |
2,266
| – | – | 0.1% | 48 |
|
|
2022
Q3 | $291K | Hold |
2,266
| – | – | 0.1% | 47 |
|
|
2022
Q2 | $312K | Hold |
2,266
| – | – | 0.1% | 44 |
|
|
2022
Q1 | $353K | Sell |
2,266
-495
| -18% | -$76.2K | 0.1% | 46 |
|
|
2021
Q4 | $432K | Buy |
2,761
+13
| +0.5% | +$1.98K | 0.12% | 43 |
|
|
2021
Q3 | $400K | Hold |
2,748
| – | – | 0.13% | 41 |
|
|
2021
Q2 | $406K | Sell |
2,748
-1
| -0% | -$147 | 0.14% | 40 |
|
|
2021
Q1 | $388K | Hold |
2,749
| – | – | 0.16% | 39 |
|
|
2020
Q4 | $352K | Hold |
2,749
| – | – | 0.15% | 39 |
|
|
2020
Q3 | $309K | Hold |
2,749
| – | – | 0.16% | 39 |
|
|
2020
Q2 | $297K | Buy |
2,749
+97
| +4% | +$10.3K | 0.16% | 40 |
|
|
2020
Q1 | $255K | Sell |
2,652
-127
| -5% | -$15.1K | 0.17% | 46 |
|
|
2019
Q4 | $362K | Sell |
2,779
-27
| -1% | -$3.36K | 0.21% | 29 |
|
|
2019
Q3 | $334K | Buy |
2,806
+17
| +0.6% | +$1.99K | 0.2% | 33 |
|
|
2019
Q2 | $325K | Buy |
2,789
+16
| +0.6% | +$1.83K | 0.21% | 31 |
|
|
2019
Q1 | $322K | Sell |
2,773
-29
| -1% | -$3.18K | 0.22% | 31 |
|
|
2018
Q4 | $283K | Buy |
2,802
+44
| +2% | +$4.81K | 0.22% | 33 |
|
|
2018
Q3 | $320K | Sell |
2,758
-276
| -9% | -$31.7K | 0.23% | 34 |
|
|
2018
Q2 | $334K | Sell |
3,034
-109
| -3% | -$12.1K | 0.27% | 31 |
|
|
2018
Q1 | $344K | Sell |
3,143
-290
| -8% | -$33.1K | 0.28% | 34 |
|
|
2017
Q4 | $392K | Buy |
+3,433
| New | +$380K | 0.35% | 34 |
|
Other funds holding IVE
Peterson Wealth Advisors's IVE Position: Q1 2026 in Review
Peterson Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 9.1% in Q1 2026, selling an estimated $37.2K and leaving 1,715 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #84.
Peterson Wealth Advisors first reported a position in IVE in Q4 2017 and has held it in 34 quarters since. The position peaked at $448K in Q1 2024. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Peterson Wealth Advisors held 1,715 shares of iShares S&P 500 Value ETF worth $362K as of Q1 2026.
- Peterson Wealth Advisors sold 172 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $37.2K.
- iShares S&P 500 Value ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q1 2026, its #84 holding.
- Peterson Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 34 quarters since.
- Peterson Wealth Advisors's iShares S&P 500 Value ETF position peaked at $448K in Q1 2024.
- 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.