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

SoFi 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
Q1 		$207M Buy
979,965
+4,340
+0.4% +$940K 9.97% 5
2025
Q4 		$207M Buy
975,625
+10,708
+1% +$2.24M 10.32% 4
2025
Q3 		$199M Buy
964,917
+12,985
+1% +$2.61M 10.73% 4
2025
Q2 		$186M Buy
951,932
+54,664
+6% +$10.2M 11.36% 4
2025
Q1 		$171M Buy
897,268
+882,811
+6,106% +$171M 12.86% 4
2024
Q4 		$2.76M Buy
+14,457
New +$2.87M 0.19% 14

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SoFi Wealth's IVE Position: Q1 2026 in Review

SoFi Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 0.44% in Q1 2026, buying an estimated $940K and bringing the position to 979,965 shares worth $207M. The position accounts for 9.97% of the portfolio, ranked #5.

SoFi Wealth first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • SoFi Wealth held 979,965 shares of iShares S&P 500 Value ETF worth $207M as of Q1 2026.
  • SoFi Wealth bought 4,340 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $940K.
  • iShares S&P 500 Value ETF made up 9.97% of SoFi Wealth's portfolio in Q1 2026, its #5 holding.
  • SoFi Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on SoFi Wealth's 13F filing for Q1 2026, filed 5 May 2026.