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

Resolute Wealth Advisor’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 		$11.4M Buy
+53,933
New +$11.7M 6.48% 3
2025
Q2 		$11.4M Buy
+53,933
New +$10M 6.48% 3

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Resolute Wealth Advisor's IVE Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 53,933 shares worth $11.4M. The stake represents 6.48% of the portfolio and ranks #3 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in IVE as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in IVE in Q2 2025 and has held it in 2 quarters since. 1,714 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Resolute Wealth Advisor held 53,933 shares of iShares S&P 500 Value ETF worth $11.4M as of Q1 2026.
  • iShares S&P 500 Value ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares S&P 500 Value ETF made up 6.48% of Resolute Wealth Advisor's portfolio in Q1 2026, its #3 holding.
  • Resolute Wealth Advisor first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.