Quest 10 Wealth Builders’s iShares S&P 500 Value ETF IVE Stock Holding History

Quest 10 Wealth Builders’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	$132K	Sell	583 -142	-20%	-$31.7K	0.1%	123
2026 Q1	$153K	Sell	725 -77	-10%	-$16.7K	0.13%	116
2025 Q4	$170K	Buy	802 +265	+49%	+$55.5K	0.15%	106
2025 Q3	$111K	Buy	537 +75	+16%	+$15.1K	0.1%	122
2025 Q2	$90.3K	Buy	462 +75	+19%	+$14K	0.09%	132
2025 Q1	$73.8K	Buy	387 +167	+76%	+$32.3K	0.08%	145
2024 Q4	$42K	Buy	+220	New	+$43.6K	0.04%	207

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

Quest 10 Wealth Builders's IVE Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its iShares S&P 500 Value ETF (IVE) stake by 20% in Q2 2026, selling an estimated $31.7K and leaving 583 shares worth $132K. The position accounts for 0.1% of the portfolio, ranked #123.

Quest 10 Wealth Builders first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $170K in Q4 2025. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Quest 10 Wealth Builders held 583 shares of iShares S&P 500 Value ETF worth $132K as of Q2 2026.
Quest 10 Wealth Builders sold 142 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $31.7K.
iShares S&P 500 Value ETF made up 0.1% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #123 holding.
Quest 10 Wealth Builders first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares S&P 500 Value ETF position peaked at $170K in Q4 2025.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.