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

SOA Wealth Advisors’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	$1.23M	Hold	5,436	–	–	0.21%	76
2026 Q1	$1.15M	Sell	5,436 -280	-5%	-$60.6K	0.22%	74
2025 Q4	$1.21M	Sell	5,716 -1,009	-15%	-$211K	0.2%	77
2025 Q3	$1.39M	Sell	6,725 -167	-2%	-$33.5K	0.24%	67
2025 Q2	$1.35M	Buy	6,892 +13	+0.2%	+$2.42K	0.25%	64
2025 Q1	$1.31M	Sell	6,879 -127	-2%	-$24.6K	0.27%	61
2024 Q4	$1.34M	Sell	7,006 -305	-4%	-$60.5K	0.25%	64
2024 Q3	$1.44M	Buy	7,311 +8	+0.1%	+$1.52K	0.27%	59
2024 Q2	$1.33M	Buy	7,303 +6	+0.1%	+$1.09K	0.27%	61
2024 Q1	$1.36M	Sell	7,297 -345	-5%	-$61.3K	0.28%	60
2023 Q4	$1.33M	Hold	7,642	–	–	0.3%	60
2023 Q3	$1.18M	Buy	7,642 +306	+4%	+$49.5K	0.29%	59
2023 Q2	$1.18M	Hold	7,336	–	–	0.28%	60
2023 Q1	$1.11M	Hold	7,336	–	–	0.27%	60
2022 Q4	$1.06M	Buy	7,336 +1,288	+21%	+$184K	0.29%	59
2022 Q3	$777K	Hold	6,048	–	–	0.23%	63
2022 Q2	$831K	Hold	6,048	–	–	0.24%	64
2022 Q1	$941K	Hold	6,048	–	–	0.23%	70
2021 Q4	$947K	Hold	6,048	–	–	0.23%	70
2021 Q3	$879K	Hold	6,048	–	–	0.23%	68
2021 Q2	$892K	Hold	6,048	–	–	0.23%	71
2021 Q1	$854K	Hold	6,048	–	–	0.24%	70
2020 Q4	$805K	Buy	+6,048	New	+$731K	0.22%	67

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

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

SOA Wealth Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 5,436 shares worth $1.23M. The position accounts for 0.21% of the portfolio, ranked #76.

SOA Wealth Advisors first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q3 2024. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

SOA Wealth Advisors held 5,436 shares of iShares S&P 500 Value ETF worth $1.23M as of Q2 2026.
SOA Wealth Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.21% of SOA Wealth Advisors's portfolio in Q2 2026, its #76 holding.
SOA Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares S&P 500 Value ETF position peaked at $1.44M in Q3 2024.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.