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

PUREfi Wealth’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 		$643K Sell
3,043
-509
-14% -$110K 0.42% 59
2025
Q4 		$753K Buy
3,552
+959
+37% +$201K 0.58% 46
2025
Q3 		$535K Buy
2,593
+37
+1% +$7.43K 0.41% 68
2025
Q2 		$499K Buy
2,556
+1,175
+85% +$219K 0.4% 66
2025
Q1 		$263K Buy
1,381
+314
+29% +$60.8K 0.26% 103
2024
Q4 		$204K Buy
+1,067
New +$212K 0.2% 148

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

PUREfi Wealth's IVE Position: Q1 2026 in Review

PUREfi Wealth reduced its iShares S&P 500 Value ETF (IVE) stake by 14% in Q1 2026, selling an estimated $110K and leaving 3,043 shares worth $643K. The position accounts for 0.42% of the portfolio, ranked #59.

PUREfi Wealth first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $753K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • PUREfi Wealth held 3,043 shares of iShares S&P 500 Value ETF worth $643K as of Q1 2026.
  • PUREfi Wealth sold 509 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $110K.
  • iShares S&P 500 Value ETF made up 0.42% of PUREfi Wealth's portfolio in Q1 2026, its #59 holding.
  • PUREfi Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • PUREfi Wealth's iShares S&P 500 Value ETF position peaked at $753K in Q4 2025.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.