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Schneider Downs Wealth Management Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$2.47M Hold
10,893
– – 0.23% 49
2026
Q1 		$2.3M Hold
10,893
– – 0.25% 44
2025
Q4 		$2.31M Hold
10,893
– – 0.26% 45
2025
Q3 		$2.25M Sell
10,893
-77
-0.7% -$15.5K 0.27% 43
2025
Q2 		$2.14M Buy
10,970
+4,883
+80% +$910K 0.32% 42
2025
Q1 		$1.16M Buy
6,087
+77
+1% +$14.9K 0.21% 52
2024
Q4 		$1.15M Hold
6,010
– – 0.22% 55
2024
Q3 		$1.18M Sell
6,010
-52
-0.9% -$9.88K 0.24% 49
2024
Q2 		$1.1M Hold
6,062
– – 0.25% 48
2024
Q1 		$1.13M Sell
6,062
-166
-3% -$29.5K 0.26% 48
2023
Q4 		$1.08M Hold
6,228
– – 0.28% 46
2023
Q3 		$958K Sell
6,228
-47
-0.7% -$7.6K 0.22% 44
2023
Q2 		$1.01M Sell
6,275
-159
-2% -$24.5K 0.23% 45
2023
Q1 		$976K Sell
6,434
-1,735
-21% -$262K 0.2% 45
2022
Q4 		$1.19M Buy
8,169
+557
+7% +$79.5K 0.26% 40
2022
Q3 		$978K Sell
7,612
-3
-0% -$425 0.29% 36
2022
Q2 		$1.05M Buy
7,615
+34
+0.4% +$5.02K 0.29% 38
2022
Q1 		$1.18M Buy
7,581
+96
+1% +$14.8K 0.3% 37
2021
Q4 		$1.17M Hold
7,485
– – 0.28% 40
2021
Q3 		$1.09M Buy
7,485
+54
+0.7% +$8.05K 0.28% 37
2021
Q2 		$1.1M Hold
7,431
– – 0.28% 35
2021
Q1 		$1.05M Hold
7,431
– – 0.26% 35
2020
Q4 		$951K Buy
7,431
+885
+14% +$107K 0.26% 32
2020
Q3 		$736K Hold
6,546
– – 0.25% 35
2020
Q2 		$708K Buy
6,546
+709
+12% +$75.2K 0.24% 37
2020
Q1 		$562K Buy
5,837
+1,003
+21% +$119K 0.21% 40
2019
Q4 		$629K Hold
4,834
– – 0.19% 34
2019
Q3 		$576K Hold
4,834
– – 0.18% 34
2019
Q2 		$563K Hold
4,834
– – 0.2% 37
2019
Q1 		$545K Sell
4,834
-526
-10% -$57.8K 0.21% 34
2018
Q4 		$542K Buy
+5,360
New +$586K 0.23% 29

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

Schneider Downs Wealth Management Advisors's IVE Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 10,893 shares worth $2.47M. The position accounts for 0.23% of the portfolio, ranked #49.

Schneider Downs Wealth Management Advisors first reported a position in IVE in Q4 2018 and has held it in 31 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 10,893 shares of iShares S&P 500 Value ETF worth $2.47M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.23% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #49 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.