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

SkyOak 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	$556K	Sell	2,450 -8	-0.3%	-$1.79K	0.09%	131
2026 Q1	$519K	Hold	2,458	–	–	0.1%	127
2025 Q4	$521K	Sell	2,458 -2	-0.1%	-$419	0.09%	128
2025 Q3	$508K	Hold	2,460	–	–	0.1%	124
2025 Q2	$481K	Hold	2,460	–	–	0.1%	128
2025 Q1	$469K	Buy	2,460 +3	+0.1%	+$581	0.1%	122
2024 Q4	$469K	Hold	2,457	–	–	0.1%	122
2024 Q3	$484K	Hold	2,457	–	–	0.11%	117
2024 Q2	$447K	Buy	+2,457	New	+$448K	0.1%	129

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

SkyOak Wealth's IVE Position: Q2 2026 in Review

SkyOak Wealth reduced its iShares S&P 500 Value ETF (IVE) stake by 0.33% in Q2 2026, selling an estimated $1.79K and leaving 2,450 shares worth $556K. The position accounts for 0.09% of the portfolio, ranked #131.

SkyOak Wealth first reported a position in IVE in Q2 2024 and has held it in 9 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

SkyOak Wealth held 2,450 shares of iShares S&P 500 Value ETF worth $556K as of Q2 2026.
SkyOak Wealth sold 8 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.79K.
iShares S&P 500 Value ETF made up 0.09% of SkyOak Wealth's portfolio in Q2 2026, its #131 holding.
SkyOak Wealth first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.