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Plan A Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Plan A 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 		– Sell
-1,165
Closed -$246K – 200
2026
Q1 		$246K Hold
1,165
– – 0.12% 139
2025
Q4 		$247K Hold
1,165
– – 0.12% 140
2025
Q3 		$241K Hold
1,165
– – 0.12% 136
2025
Q2 		$228K Sell
1,165
-162
-12% -$30.2K 0.13% 130
2025
Q1 		$253K Hold
1,327
– – 0.2% 87
2024
Q4 		$253K Buy
+1,327
New +$263K 0.23% 71

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

Plan A Wealth's IVE Position: Q2 2026 in Review

Plan A Wealth sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 1,165 shares — an estimated $246K sold.

Plan A Wealth first reported a position in IVE in Q4 2024 and held it in 6 quarters. The position peaked at $253K in Q4 2024. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Plan A Wealth reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Plan A Wealth sold 1,165 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $246K.
  • Plan A Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2024 and held it in 6 quarters.
  • Plan A Wealth's iShares S&P 500 Value ETF position peaked at $253K in Q4 2024.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.