Shared Vision Wealth Group’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Shared Vision Wealth Group's IVE Position: Q2 2026 in Review
Shared Vision Wealth Group reduced its iShares S&P 500 Value ETF (IVE) stake by 22% in Q2 2026, selling an estimated $1.74M and leaving 27,711 shares worth $6.29M. The position accounts for 2.16% of the portfolio, ranked #11.
Shared Vision Wealth Group first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.49M in Q1 2026. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Shared Vision Wealth Group held 27,711 shares of iShares S&P 500 Value ETF worth $6.29M as of Q2 2026.
- Shared Vision Wealth Group sold 7,780 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.74M.
- iShares S&P 500 Value ETF made up 2.16% of Shared Vision Wealth Group's portfolio in Q2 2026, its #11 holding.
- Shared Vision Wealth Group first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
- Shared Vision Wealth Group's iShares S&P 500 Value ETF position peaked at $7.49M in Q1 2026.
- 1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.