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Smallwood Wealth Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Smallwood Wealth Investment 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 		$47.5K Hold
209
– – 0.02% 196
2026
Q1 		$44.1K Hold
209
– – 0.02% 187
2025
Q4 		$44.3K Sell
209
-99
-32% -$20.7K 0.02% 184
2025
Q3 		$63.6K Hold
308
– – 0.03% 156
2025
Q2 		$60.2K Hold
308
– – 0.03% 150
2025
Q1 		$58.7K Buy
+308
New +$59.6K 0.04% 149

Other funds holding IVE

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Smallwood Wealth Investment Management's IVE Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 209 shares worth $47.5K. The position accounts for 0.02% of the portfolio, ranked #196.

Smallwood Wealth Investment Management first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $63.6K in Q3 2025. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Smallwood Wealth Investment Management held 209 shares of iShares S&P 500 Value ETF worth $47.5K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #196 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's iShares S&P 500 Value ETF position peaked at $63.6K in Q3 2025.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.