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

Simplicity 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	$9.35M	Buy	41,182 +1,065	+3%	+$238K	0.32%	73
2026 Q1	$8.47M	Buy	40,117 +688	+2%	+$149K	0.48%	45
2025 Q4	$8.36M	Buy	39,429 +14,311	+57%	+$3M	0.5%	43
2025 Q3	$5.19M	Sell	25,118 -22,724	-47%	-$4.56M	0.3%	76
2025 Q2	$9.35M	Buy	47,842 +25,994	+119%	+$4.84M	0.39%	56
2025 Q1	$4.16M	Buy	+21,848	New	+$4.23M	0.32%	69
2024 Q4	–	Sell	-14,830	Closed	-$2.92M	–	440
2024 Q3	$2.92M	Sell	14,830 -9,637	-39%	-$1.83M	0.27%	84
2024 Q2	$4.45M	Buy	24,467 +1,466	+6%	+$267K	0.1%	197
2024 Q1	$4.3M	Buy	+23,001	New	+$4.09M	0.1%	203

Other funds holding IVE

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Simplicity Wealth's IVE Position: Q2 2026 in Review

Simplicity Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 2.7% in Q2 2026, buying an estimated $238K and bringing the position to 41,182 shares worth $9.35M. The position accounts for 0.32% of the portfolio, ranked #73.

Simplicity Wealth first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. 1,299 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Simplicity Wealth held 41,182 shares of iShares S&P 500 Value ETF worth $9.35M as of Q2 2026.
Simplicity Wealth bought 1,065 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $238K.
iShares S&P 500 Value ETF made up 0.32% of Simplicity Wealth's portfolio in Q2 2026, its #73 holding.
Simplicity Wealth first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
1,299 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.