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Powell Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Powell Investment 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
Q1 		$33.4M Buy
157,994
+2,414
+2% +$523K 11.5% 1
2025
Q4 		$33M Sell
155,580
-420
-0.3% -$88K 11.36% 2
2025
Q3 		$32.2M Sell
156,000
-4,365
-3% -$877K 11.26% 2
2025
Q2 		$31.3M Buy
160,365
+8,946
+6% +$1.67M 11.76% 2
2025
Q1 		$28.9M Buy
151,419
+8,438
+6% +$1.63M 14.17% 1
2024
Q4 		$27.3M Buy
142,981
+246
+0.2% +$48.8K 12.64% 1
2024
Q3 		$28.1M Buy
142,735
+1,803
+1% +$342K 13.14% 1
2024
Q2 		$25.7M Buy
140,932
+45
+0% +$8.2K 13.28% 1
2024
Q1 		$26.3M Buy
140,887
+1,504
+1% +$267K 13.9% 1
2023
Q4 		$24.2M Buy
139,383
+1,048
+0.8% +$168K 13.4% 1
2023
Q3 		$21.4M Buy
138,335
+1,674
+1% +$271K 12.86% 1
2023
Q2 		$22M Sell
136,661
-8,607
-6% -$1.32M 12.87% 1
2023
Q1 		$22M Buy
145,268
+1,626
+1% +$246K 12.27% 1
2022
Q4 		$20.8M Sell
143,642
-86
-0.1% -$12.3K 12.09% 1
2022
Q3 		$18.5M Buy
143,728
+699
+0.5% +$99K 12.12% 1
2022
Q2 		$19.7M Buy
143,029
+8,924
+7% +$1.32M 11.92% 1
2022
Q1 		$20.9M Buy
134,105
+6,910
+5% +$1.06M 12.15% 2
2021
Q4 		$19.9M Buy
127,195
+5,345
+4% +$813K 11.32% 2
2021
Q3 		$17.7M Sell
121,850
-656
-0.5% -$97.8K 10.94% 2
2021
Q2 		$18.1M Buy
122,506
+3,374
+3% +$497K 11.11% 2
2021
Q1 		$16.8M Buy
119,132
+4,082
+4% +$550K 11.01% 2
2020
Q4 		$14.7M Buy
115,050
+1,851
+2% +$224K 11.2% 2
2020
Q3 		$12.7M Buy
113,199
+11,469
+11% +$1.3M 10.92% 2
2020
Q2 		$11M Buy
101,730
+23,781
+31% +$2.52M 10.64% 2
2020
Q1 		$7.5M Buy
77,949
+12,365
+19% +$1.47M 9.09% 2
2019
Q4 		$8.53M Buy
+65,584
New +$8.16M 8.89% 2

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Powell Investment Advisors's IVE Position: Q1 2026 in Review

Powell Investment Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 1.6% in Q1 2026, buying an estimated $523K and bringing the position to 157,994 shares worth $33.4M. The position accounts for 11.5% of the portfolio, ranked #1.

Powell Investment Advisors first reported a position in IVE in Q4 2019 and has held it in 26 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Powell Investment Advisors held 157,994 shares of iShares S&P 500 Value ETF worth $33.4M as of Q1 2026.
  • Powell Investment Advisors bought 2,414 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $523K.
  • iShares S&P 500 Value ETF made up 11.5% of Powell Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • Powell Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.