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

Ritholtz 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
Q2 		$3.77M Sell
16,619
-875
-5% -$195K 0.06% 249
2026
Q1 		$3.69M Sell
17,494
-451
-3% -$97.7K 0.06% 230
2025
Q4 		$3.81M Sell
17,945
-674
-4% -$141K 0.07% 202
2025
Q3 		$3.84M Sell
18,619
-772
-4% -$155K 0.07% 178
2025
Q2 		$3.79M Buy
19,391
+15,953
+464% +$2.97M 0.08% 152
2025
Q1 		$655K Buy
3,438
+487
+17% +$94.2K 0.02% 515
2024
Q4 		$563K Sell
2,951
-165
-5% -$32.7K 0.02% 529
2024
Q3 		$614K Sell
3,116
-54
-2% -$10.3K 0.02% 510
2024
Q2 		$577K Buy
3,170
+302
+11% +$55K 0.02% 475
2024
Q1 		$536K Sell
2,868
-150
-5% -$26.7K 0.02% 507
2023
Q4 		$525K Buy
+3,018
New +$485K 0.02% 479

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 $1.55T AUM 33.47% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ritholtz Wealth Management's IVE Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 5% in Q2 2026, selling an estimated $195K and leaving 16,619 shares worth $3.77M. The position accounts for 0.06% of the portfolio, ranked #249.

Ritholtz Wealth Management first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.84M in Q3 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Ritholtz Wealth Management held 16,619 shares of iShares S&P 500 Value ETF worth $3.77M as of Q2 2026.
  • Ritholtz Wealth Management sold 875 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $195K.
  • iShares S&P 500 Value ETF made up 0.06% of Ritholtz Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Ritholtz Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Ritholtz Wealth Management's iShares S&P 500 Value ETF position peaked at $3.84M in Q3 2025.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.