Shulman DeMeo Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Shulman DeMeo Asset 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	$739K	Buy	3,255 +4	+0.1%	+$893	0.14%	54
2026 Q1	$686K	Buy	3,251 +3	+0.1%	+$650	0.15%	54
2025 Q4	$689K	Buy	3,248 +14	+0.4%	+$2.93K	0.16%	47
2025 Q3	$668K	Buy	3,234 +4	+0.1%	+$803	0.15%	50
2025 Q2	$631K	Sell	3,230 -4	-0.1%	-$745	0.16%	50
2025 Q1	$616K	Buy	3,234 +6	+0.2%	+$1.16K	0.17%	47
2024 Q4	$616K	Buy	3,228 +17	+0.5%	+$3.37K	0.17%	46
2024 Q3	$633K	Sell	3,211 -2	-0.1%	-$380	0.16%	54
2024 Q2	$585K	Buy	3,213 +4	+0.1%	+$729	0.15%	54
2024 Q1	$600K	Buy	3,209 +13	+0.4%	+$2.31K	0.16%	55
2023 Q4	$556K	Buy	3,196 +29	+0.9%	+$4.66K	0.16%	56
2023 Q3	$487K	Hold	3,167	–	–	0.16%	54
2023 Q2	$510K	Buy	3,167 +257	+9%	+$39.5K	0.15%	58
2023 Q1	$442K	Buy	2,910 +14	+0.5%	+$2.12K	0.14%	69
2022 Q4	$420K	Buy	2,896 +37	+1%	+$5.28K	0.14%	77
2022 Q3	$367K	Hold	2,859	–	–	0.13%	80
2022 Q2	$393K	Buy	2,859 +12	+0.4%	+$1.77K	0.13%	80
2022 Q1	$443K	Buy	2,847 +13	+0.5%	+$2K	0.12%	82
2021 Q4	$444K	Buy	2,834 +31	+1%	+$4.71K	0.12%	80
2021 Q3	$408K	Buy	+2,803	New	+$418K	0.35%	49
2021 Q2	–	Sell	-2,780	Closed	-$393K	–	101
2021 Q1	$393K	Hold	2,780	–	–	0.11%	87
2020 Q4	$356K	Buy	2,780 +18	+0.7%	+$2.18K	0.1%	93
2020 Q3	$311K	Buy	2,762 +19	+0.7%	+$2.15K	0.1%	84
2020 Q2	$297K	Buy	2,743 +39	+1%	+$4.14K	0.11%	83
2020 Q1	$260K	Hold	2,704	–	–	0.12%	75
2019 Q4	$352K	Buy	2,704 +32	+1%	+$3.98K	0.12%	89
2019 Q3	$318K	Hold	2,672	–	–	0.11%	94
2019 Q2	$311K	Buy	2,672 +15	+0.6%	+$1.72K	0.11%	88
2019 Q1	$300K	Buy	+2,657	New	+$292K	0.11%	87

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Shulman DeMeo Asset Management's IVE Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.12% in Q2 2026, buying an estimated $893 and bringing the position to 3,255 shares worth $739K. The position accounts for 0.14% of the portfolio, ranked #54.

Shulman DeMeo Asset Management first reported a position in IVE in Q1 2019 and has held it in 29 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Shulman DeMeo Asset Management held 3,255 shares of iShares S&P 500 Value ETF worth $739K as of Q2 2026.
Shulman DeMeo Asset Management bought 4 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $893.
iShares S&P 500 Value ETF made up 0.14% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #54 holding.
Shulman DeMeo Asset Management first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 29 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.