SWM
IVE icon

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

Scissortail 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 		$23.4M Buy
111,026
+44,724
+67% +$9.68M 4.71% 2
2025
Q4 		$14.1M Buy
66,302
+1,236
+2% +$259K 3.21% 7
2025
Q3 		$13.4M Buy
65,066
+8,144
+14% +$1.64M 2.93% 7
2025
Q2 		$11.1M Buy
56,922
+2,051
+4% +$382K 2.67% 10
2025
Q1 		$10.5M Buy
54,871
+6,965
+15% +$1.35M 2.69% 10
2024
Q4 		$9.14M Buy
47,906
+47,096
+5,814% +$9.34M 2.34% 11
2024
Q3 		$9.19M Sell
810
-47,001
-98% -$8.93M 2.22% 10
2024
Q2 		$8.7M Buy
47,811
+332
+0.7% +$60.5K 2.22% 11
2024
Q1 		$8.87M Buy
+47,479
New +$8.44M 2.34% 10

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Scissortail Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 67% in Q1 2026, buying an estimated $9.68M and bringing the position to 111,026 shares worth $23.4M. The position accounts for 4.71% of the portfolio, ranked #2.

Scissortail Wealth Management first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. 1,708 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Scissortail Wealth Management held 111,026 shares of iShares S&P 500 Value ETF worth $23.4M as of Q1 2026.
  • Scissortail Wealth Management bought 44,724 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $9.68M.
  • iShares S&P 500 Value ETF made up 4.71% of Scissortail Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Scissortail Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,708 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.