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Retirement Wealth Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Retirement Wealth Solutions’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 		$5.51M Sell
24,269
-355
-1% -$79.3K 3.04% 9
2026
Q1 		$5.2M Sell
24,624
-861
-3% -$186K 3.28% 9
2025
Q4 		$5.4M Buy
25,485
+6,787
+36% +$1.42M 3.42% 8
2025
Q3 		$3.86M Buy
18,698
+2,834
+18% +$569K 2.54% 11
2025
Q2 		$3.1M Buy
15,864
+2,425
+18% +$452K 2.26% 13
2025
Q1 		$2.56M Buy
13,439
+8,583
+177% +$1.66M 2.07% 13
2024
Q4 		$914K Buy
+4,856
New +$963K 0.77% 24

Other funds holding IVE

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Retirement Wealth Solutions's IVE Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its iShares S&P 500 Value ETF (IVE) stake by 1.4% in Q2 2026, selling an estimated $79.3K and leaving 24,269 shares worth $5.51M. The position accounts for 3.04% of the portfolio, ranked #9.

Retirement Wealth Solutions first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Retirement Wealth Solutions held 24,269 shares of iShares S&P 500 Value ETF worth $5.51M as of Q2 2026.
  • Retirement Wealth Solutions sold 355 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $79.3K.
  • iShares S&P 500 Value ETF made up 3.04% of Retirement Wealth Solutions's portfolio in Q2 2026, its #9 holding.
  • Retirement Wealth Solutions first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.