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

Shira Ridge 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 		– Sell
-1,004
Closed -$212K – 85
2026
Q1 		$212K Sell
1,004
-35
-3% -$7.58K 0.08% 74
2025
Q4 		$220K Buy
+1,039
New +$218K 0.09% 75

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Shira Ridge Wealth Management's IVE Position: Q2 2026 in Review

Shira Ridge Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 1,004 shares — an estimated $212K sold.

Shira Ridge Wealth Management first reported a position in IVE in Q4 2025 and held it in 2 quarters. The position peaked at $220K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Shira Ridge Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 1,004 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $212K.
  • Shira Ridge Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and held it in 2 quarters.
  • Shira Ridge Wealth Management's iShares S&P 500 Value ETF position peaked at $220K in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.