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Sowell Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Sowell Financial Services’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 		$4.28M Buy
18,862
+383
+2% +$85.6K 0.14% 158
2026
Q1 		$3.9M Buy
18,479
+960
+5% +$208K 0.14% 156
2025
Q4 		$3.72M Buy
17,519
+902
+5% +$189K 0.14% 149
2025
Q3 		$3.43M Buy
16,617
+424
+3% +$85.2K 0.13% 165
2025
Q2 		$3.16M Buy
16,193
+948
+6% +$177K 0.13% 161
2025
Q1 		$2.91M Buy
15,245
+78
+0.5% +$15.1K 0.13% 160
2024
Q4 		$2.9M Buy
+15,167
New +$3.01M 0.15% 151
2024
Q3 		– Sell
-12,372
Closed -$2.25M – 563
2024
Q2 		$2.25M Buy
12,372
+937
+8% +$171K 0.11% 194
2024
Q1 		$2.14M Buy
+11,435
New +$2.03M 0.1% 221
2023
Q2 		– Sell
-2,414
Closed -$366K – 686
2023
Q1 		$366K Buy
+2,414
New +$365K 0.03% 512
2021
Q2 		– Sell
-3,205
Closed -$479K – 1619
2021
Q1 		$479K Sell
3,205
-99
-3% -$13.3K 0.02% 651
2020
Q4 		$423K Sell
3,304
-10,866
-77% -$1.31M 0.02% 570
2020
Q3 		$1.59M Sell
14,170
-388
-3% -$44K 0.08% 213
2020
Q2 		$1.57M Buy
14,558
+11,054
+315% +$1.17M 0.09% 203
2020
Q1 		$337K Sell
3,504
-9,358
-73% -$1.11M 0.02% 509
2019
Q4 		$1.67M Sell
12,862
-293
-2% -$36.5K 0.13% 179
2019
Q3 		$1.57M Buy
+13,155
New +$1.54M 0.13% 168
2019
Q1 		$1.38M Buy
12,232
+4,209
+52% +$462K 0.15% 145
2018
Q4 		$811K Buy
+8,023
New +$878K 0.11% 192
2018
Q3 		– Sell
-33,590
Closed -$3.81M – 413
2018
Q2 		$3.81M Sell
33,590
-2,642
-7% -$293K 0.81% 31
2018
Q1 		$3.93M Buy
36,232
+616
+2% +$70.4K 0.98% 26
2017
Q4 		$4.21M Buy
35,616
+127
+0.4% +$14.1K 1.03% 24
2017
Q3 		$3.88M Sell
35,489
-717
-2% -$75.9K 1.01% 28
2017
Q2 		$3.85M Buy
36,206
+4,306
+13% +$449K 1.09% 25
2017
Q1 		$3.31M Buy
31,900
+3,512
+12% +$365K 0.98% 29
2016
Q4 		$2.99M Buy
+28,388
New +$2.77M 1% 28

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

Sowell Financial Services's IVE Position: Q2 2026 in Review

Sowell Financial Services increased its iShares S&P 500 Value ETF (IVE) stake by 2.1% in Q2 2026, buying an estimated $85.6K and bringing the position to 18,862 shares worth $4.28M. The position accounts for 0.14% of the portfolio, ranked #158.

Sowell Financial Services first reported a position in IVE in Q4 2016 and has held it in 26 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Sowell Financial Services held 18,862 shares of iShares S&P 500 Value ETF worth $4.28M as of Q2 2026.
  • Sowell Financial Services bought 383 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $85.6K.
  • iShares S&P 500 Value ETF made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #158 holding.
  • Sowell Financial Services first reported a position in iShares S&P 500 Value ETF in Q4 2016 and has held it in 26 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.