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

Rockwood 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	$258K	Sell	1,135 -650	-36%	-$145K	0.02%	115
2026 Q1	$377K	Buy	1,785 +47	+3%	+$10.2K	0.03%	84
2025 Q4	$369K	Buy	1,738 +1	+0.1%	+$210	0.03%	83
2025 Q3	$359K	Buy	1,737 +385	+28%	+$77.3K	0.03%	79
2025 Q2	$264K	Hold	1,352	–	–	0.02%	85
2025 Q1	$258K	Sell	1,352 -340	-20%	-$65.8K	0.03%	81
2024 Q4	$323K	Buy	+1,692	New	+$336K	0.03%	67
2024 Q3	–	Sell	-2,250	Closed	-$410K	–	91
2024 Q2	$410K	Buy	+2,250	New	+$410K	0.05%	55

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

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

Rockwood Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 36% in Q2 2026, selling an estimated $145K and leaving 1,135 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #115.

Rockwood Wealth Management first reported a position in IVE in Q2 2024 and has held it in 8 quarters since. The position peaked at $410K in Q2 2024. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Rockwood Wealth Management held 1,135 shares of iShares S&P 500 Value ETF worth $258K as of Q2 2026.
Rockwood Wealth Management sold 650 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $145K.
iShares S&P 500 Value ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #115 holding.
Rockwood Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 8 quarters since.
Rockwood Wealth Management's iShares S&P 500 Value ETF position peaked at $410K in Q2 2024.
911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.