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 Q3	$3.03K	Hold	13	–	–	﹤0.01%	585
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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Proathlete Wealth Management's IVE Position: Q3 2026 in Review

Proathlete Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 13 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Proathlete Wealth Management first reported a position in IVE in Q2 2025 and has held it in 6 quarters since. The position peaked at $42.2K in Q2 2025. 609 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Proathlete Wealth Management held 13 shares of iShares S&P 500 Value ETF worth $3.03K as of Q3 2026.
Proathlete Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q3 2026, its #585 holding.
Proathlete Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 6 quarters since.
Proathlete Wealth Management's iShares S&P 500 Value ETF position peaked at $42.2K in Q2 2025.
609 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.