Rialto Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Rialto Wealth Management’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	$1.67M	Sell	7,890 -43	-0.5%	-$9.31K	0.37%	54
2025 Q4	$1.68M	Sell	7,933 -164	-2%	-$34.4K	0.4%	48
2025 Q3	$1.67M	Sell	8,097 -30	-0.4%	-$6.03K	0.43%	48
2025 Q2	$1.59M	Hold	8,127	–	–	0.44%	56
2025 Q1	$1.55M	Buy	8,127 +54	+0.7%	+$10.4K	0.49%	50
2024 Q4	$1.54M	Buy	+8,073	New	+$1.6M	0.51%	52

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rialto Wealth Management's IVE Position: Q1 2026 in Review

Rialto Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 0.54% in Q1 2026, selling an estimated $9.31K and leaving 7,890 shares worth $1.67M. The position accounts for 0.37% of the portfolio, ranked #54.

Rialto Wealth Management first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Rialto Wealth Management held 7,890 shares of iShares S&P 500 Value ETF worth $1.67M as of Q1 2026.
Rialto Wealth Management sold 43 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $9.31K.
iShares S&P 500 Value ETF made up 0.37% of Rialto Wealth Management's portfolio in Q1 2026, its #54 holding.
Rialto Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's iShares S&P 500 Value ETF position peaked at $1.68M in Q4 2025.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.