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

Resolute Wealth Strategies’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	$5.4M	Buy	23,770 +955	+4%	+$213K	2.09%	14
2026 Q1	$4.82M	Sell	22,815 -354	-2%	-$76.7K	2.08%	15
2025 Q4	$4.91M	Buy	23,169 +4	+0%	+$838	2.15%	15
2025 Q3	$4.78M	Sell	23,165 -200	-0.9%	-$40.2K	2.19%	15
2025 Q2	$4.57M	Buy	23,365 +23	+0.1%	+$4.28K	2.45%	10
2025 Q1	$4.45M	Sell	23,342 -245	-1%	-$47.4K	2.48%	10
2024 Q4	$4.5M	Sell	23,587 -768	-3%	-$152K	2.32%	12
2024 Q3	$4.8M	Sell	24,355 -417	-2%	-$79.2K	2.49%	11
2024 Q2	$4.51M	Sell	24,772 -109	-0.4%	-$19.9K	2.6%	11
2024 Q1	$4.65M	Sell	24,881 -15,604	-39%	-$2.77M	2.82%	10
2023 Q4	$7.04M	Buy	40,485 +1,005	+3%	+$162K	4.78%	4
2023 Q3	$6.07M	Sell	39,480 -504	-1%	-$81.5K	4.54%	5
2023 Q2	$6.44M	Buy	39,984 +117	+0.3%	+$18K	5%	3
2023 Q1	$6.05M	Buy	+39,867	New	+$6.02M	5.15%	3

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

Resolute Wealth Strategies's IVE Position: Q2 2026 in Review

Resolute Wealth Strategies increased its iShares S&P 500 Value ETF (IVE) stake by 4.2% in Q2 2026, buying an estimated $213K and bringing the position to 23,770 shares worth $5.4M. The position accounts for 2.09% of the portfolio, ranked #14.

Resolute Wealth Strategies first reported a position in IVE in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.04M in Q4 2023. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Resolute Wealth Strategies held 23,770 shares of iShares S&P 500 Value ETF worth $5.4M as of Q2 2026.
Resolute Wealth Strategies bought 955 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $213K.
iShares S&P 500 Value ETF made up 2.09% of Resolute Wealth Strategies's portfolio in Q2 2026, its #14 holding.
Resolute Wealth Strategies first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
Resolute Wealth Strategies's iShares S&P 500 Value ETF position peaked at $7.04M in Q4 2023.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.