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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
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
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

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

Resolute Wealth Strategies reduced its iShares S&P 500 Value ETF (IVE) stake by 1.5% in Q1 2026, selling an estimated $76.7K and leaving 22,815 shares worth $4.82M. The position accounts for 2.08% of the portfolio, ranked #15.

Resolute Wealth Strategies first reported a position in IVE in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.04M in Q4 2023. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Resolute Wealth Strategies held 22,815 shares of iShares S&P 500 Value ETF worth $4.82M as of Q1 2026.
  • Resolute Wealth Strategies sold 354 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $76.7K.
  • iShares S&P 500 Value ETF made up 2.08% of Resolute Wealth Strategies's portfolio in Q1 2026, its #15 holding.
  • Resolute Wealth Strategies first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Resolute Wealth Strategies's iShares S&P 500 Value ETF position peaked at $7.04M in Q4 2023.
  • 1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Resolute Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.