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

Potentia 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
Q1 		$508K Buy
2,407
+134
+6% +$29K 0.2% 53
2025
Q4 		$482K Sell
2,273
-188
-8% -$39.4K 0.18% 59
2025
Q3 		$508K Sell
2,461
-124
-5% -$24.9K 0.19% 60
2025
Q2 		$505K Sell
2,585
-799
-24% -$149K 0.29% 44
2025
Q1 		$645K Hold
3,384
– – 0.3% 44
2024
Q4 		$646K Buy
+3,384
New +$671K 0.29% 48

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Potentia Wealth's IVE Position: Q1 2026 in Review

Potentia Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 5.9% in Q1 2026, buying an estimated $29K and bringing the position to 2,407 shares worth $508K. The position accounts for 0.2% of the portfolio, ranked #53.

Potentia Wealth first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $646K in Q4 2024. 1,709 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Potentia Wealth held 2,407 shares of iShares S&P 500 Value ETF worth $508K as of Q1 2026.
  • Potentia Wealth bought 134 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $29K.
  • iShares S&P 500 Value ETF made up 0.2% of Potentia Wealth's portfolio in Q1 2026, its #53 holding.
  • Potentia Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's iShares S&P 500 Value ETF position peaked at $646K in Q4 2024.
  • 1,709 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.