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

Riverbend 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 Q3	$766K	Sell	3,355 -5	-0.1%	-$1.17K	0.35%	77
2026 Q2	$763K	Sell	3,360 -108	-3%	-$24.1K	0.38%	73
2026 Q1	$732K	Buy	3,468 +42	+1%	+$9.09K	0.42%	66
2025 Q4	$727K	Buy	3,426 +90	+3%	+$18.9K	0.45%	65
2025 Q3	$689K	Buy	3,336 +96	+3%	+$19.3K	0.48%	57
2025 Q2	$633K	Buy	3,240 +42	+1%	+$7.82K	0.48%	57
2025 Q1	$609K	Hold	3,198	–	–	0.55%	54
2024 Q4	$610K	Buy	+3,198	New	+$634K	0.54%	48

Other funds holding IVE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Riverbend Wealth Management's IVE Position: Q3 2026 in Review

Riverbend Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 0.15% in Q3 2026, selling an estimated $1.17K and leaving 3,355 shares worth $766K. The position accounts for 0.35% of the portfolio, ranked #77.

Riverbend Wealth Management first reported a position in IVE in Q4 2024 and has held it in 8 quarters since. 1,195 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Riverbend Wealth Management held 3,355 shares of iShares S&P 500 Value ETF worth $766K as of Q3 2026.
Riverbend Wealth Management sold 5 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $1.17K.
iShares S&P 500 Value ETF made up 0.35% of Riverbend Wealth Management's portfolio in Q3 2026, its #77 holding.
Riverbend Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
1,195 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.