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: Q1 2026 in Review
Shared Vision Wealth Group increased its iShares S&P 500 Value ETF (IVE) stake by 3.2% in Q1 2026, buying an estimated $237K and bringing the position to 35,491 shares worth $7.49M. The position accounts for 3.06% of the portfolio, ranked #6.
Shared Vision Wealth Group first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Shared Vision Wealth Group held 35,491 shares of iShares S&P 500 Value ETF worth $7.49M as of Q1 2026.
- Shared Vision Wealth Group bought 1,095 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $237K.
- iShares S&P 500 Value ETF made up 3.06% of Shared Vision Wealth Group's portfolio in Q1 2026, its #6 holding.
- Shared Vision Wealth Group first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
- 1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.