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

Proathlete Wealth 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	$3K	Hold	13	–	–	﹤0.01%	190
2026 Q1	$2.78K	Hold	13	–	–	﹤0.01%	196
2025 Q4	$2.78K	Hold	13	–	–	﹤0.01%	208
2025 Q3	$2.7K	Sell	13 -203	-94%	-$40.8K	﹤0.01%	171
2025 Q2	$42.2K	Buy	+216	New	+$40.2K	0.01%	122

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

Proathlete Wealth Management's IVE Position: Q2 2026 in Review

Proathlete Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 13 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Proathlete Wealth Management first reported a position in IVE in Q2 2025 and has held it in 5 quarters since. The position peaked at $42.2K in Q2 2025. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Proathlete Wealth Management held 13 shares of iShares S&P 500 Value ETF worth $3K as of Q2 2026.
Proathlete Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q2 2026, its #190 holding.
Proathlete Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
Proathlete Wealth Management's iShares S&P 500 Value ETF position peaked at $42.2K in Q2 2025.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.