Signal Advisors Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Signal Advisors Wealth’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	$2.13M	Sell	9,385 -1,701	-15%	-$380K	0.11%	161
2026 Q1	$2.34M	Sell	11,086 -732	-6%	-$158K	0.16%	123
2025 Q4	$2.51M	Buy	11,818 +2,808	+31%	+$588K	0.2%	102
2025 Q3	$1.86M	Buy	9,010 +51	+0.6%	+$10.2K	0.17%	117
2025 Q2	$1.75M	Buy	8,959 +2,842	+46%	+$529K	0.14%	152
2025 Q1	$1.17M	Sell	6,117 -2,922	-32%	-$565K	0.11%	173
2024 Q4	$1.73M	Sell	9,039 -3,874	-30%	-$768K	0.2%	120
2024 Q3	$2.55M	Buy	+12,913	New	+$2.45M	0.36%	69
2024 Q2	–	Sell	-14,476	Closed	-$2.7M	–	178
2024 Q1	$2.7M	Buy	14,476 +7,839	+118%	+$1.39M	0.67%	42
2023 Q4	$1.15M	Buy	+6,637	New	+$1.07M	0.4%	63

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

Signal Advisors Wealth's IVE Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares S&P 500 Value ETF (IVE) stake by 15% in Q2 2026, selling an estimated $380K and leaving 9,385 shares worth $2.13M. The position accounts for 0.11% of the portfolio, ranked #161.

Signal Advisors Wealth first reported a position in IVE in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.7M in Q1 2024. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Signal Advisors Wealth held 9,385 shares of iShares S&P 500 Value ETF worth $2.13M as of Q2 2026.
Signal Advisors Wealth sold 1,701 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $380K.
iShares S&P 500 Value ETF made up 0.11% of Signal Advisors Wealth's portfolio in Q2 2026, its #161 holding.
Signal Advisors Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's iShares S&P 500 Value ETF position peaked at $2.7M in Q1 2024.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.