Proactive Wealth Strategies
IVE icon

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

Proactive Wealth Strategies’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
Q3 		$240K Sell
1,052
-202
-16% -$47.2K 0.04% 203
2026
Q2 		$285K Sell
1,254
-151
-11% -$33.7K 0.05% 192
2026
Q1 		$297K Buy
+1,405
New +$304K 0.06% 179

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Proactive Wealth Strategies's IVE Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its iShares S&P 500 Value ETF (IVE) stake by 16% in Q3 2026, selling an estimated $47.2K and leaving 1,052 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #203.

Proactive Wealth Strategies first reported a position in IVE in Q1 2026 and has held it in 3 quarters since. The position peaked at $297K in Q1 2026. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Proactive Wealth Strategies held 1,052 shares of iShares S&P 500 Value ETF worth $240K as of Q3 2026.
  • Proactive Wealth Strategies sold 202 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $47.2K.
  • iShares S&P 500 Value ETF made up 0.04% of Proactive Wealth Strategies's portfolio in Q3 2026, its #203 holding.
  • Proactive Wealth Strategies first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Proactive Wealth Strategies's iShares S&P 500 Value ETF position peaked at $297K in Q1 2026.
  • 1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.