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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
Q2 		– Sell
-2,407
Closed -$508K – 78
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 22.9% 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

Potentia Wealth's IVE Position: Q2 2026 in Review

Potentia Wealth sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 2,407 shares — an estimated $508K sold.

Potentia Wealth first reported a position in IVE in Q4 2024 and held it in 6 quarters. The position peaked at $646K in Q4 2024. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Potentia Wealth reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Potentia Wealth sold 2,407 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $508K.
  • Potentia Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2024 and held it in 6 quarters.
  • Potentia Wealth's iShares S&P 500 Value ETF position peaked at $646K in Q4 2024.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.