ZENITH SOLUTIONS, INC.’s iShares S&P 500 Value ETF IVE Stock Holding History

ZENITH SOLUTIONS, INC.’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	$3.55M	Buy	+15,621	New	+$3.49M	3.21%	6

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ZENITH SOLUTIONS, INC.'s IVE Position: Q2 2026 in Review

ZENITH SOLUTIONS, INC. opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 15,621 shares worth $3.55M. The stake represents 3.21% of the portfolio and ranks #6 among its holdings.

957 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

ZENITH SOLUTIONS, INC. held 15,621 shares of iShares S&P 500 Value ETF worth $3.55M as of Q2 2026.
iShares S&P 500 Value ETF was a new ZENITH SOLUTIONS, INC. position in Q2 2026.
iShares S&P 500 Value ETF made up 3.21% of ZENITH SOLUTIONS, INC.'s portfolio in Q2 2026, its #6 holding.
957 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on ZENITH SOLUTIONS, INC.'s 13F filing for Q2 2026, filed 3 Aug 2026.