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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
Q2 		$236M Buy
1,038,423
+58,458
+6% +$13.1M 9.49% 5
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 $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SoFi Wealth's IVE Position: Q2 2026 in Review

SoFi Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 6% in Q2 2026, buying an estimated $13.1M and bringing the position to 1,038,423 shares worth $236M. The position accounts for 9.49% of the portfolio, ranked #5.

SoFi Wealth first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • SoFi Wealth held 1,038,423 shares of iShares S&P 500 Value ETF worth $236M as of Q2 2026.
  • SoFi Wealth bought 58,458 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $13.1M.
  • iShares S&P 500 Value ETF made up 9.49% of SoFi Wealth's portfolio in Q2 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 7 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.