Private Wealth Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Private Wealth Asset Management’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	$2.06M	Hold	9,085	–	–	0.2%	79
2026 Q1	$1.92M	Hold	9,085	–	–	0.21%	77
2025 Q4	$1.93M	Hold	9,085	–	–	0.21%	75
2025 Q3	$1.88M	Hold	9,085	–	–	0.22%	72
2025 Q2	$1.78M	Hold	9,085	–	–	0.24%	72
2025 Q1	$1.73M	Buy	+9,085	New	+$1.76M	0.25%	68

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Wealth Asset Management's IVE Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 9,085 shares worth $2.06M. The position accounts for 0.2% of the portfolio, ranked #79.

Private Wealth Asset Management first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Private Wealth Asset Management held 9,085 shares of iShares S&P 500 Value ETF worth $2.06M as of Q2 2026.
Private Wealth Asset Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.2% of Private Wealth Asset Management's portfolio in Q2 2026, its #79 holding.
Private Wealth Asset Management first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.