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

Spire Wealth 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 		$27.1M Sell
119,497
-1,876
-2% -$419K 0.82% 22
2026
Q1 		$25.6M Sell
121,373
-3,406
-3% -$737K 0.87% 17
2025
Q4 		$26.5M Buy
124,779
+3,852
+3% +$807K 0.89% 16
2025
Q3 		$25M Sell
120,927
-7,116
-6% -$1.43M 0.85% 16
2025
Q2 		$24.2M Sell
128,043
-33,286
-21% -$6.2M 0.87% 16
2025
Q1 		$30.7M Sell
161,329
-1,377
-0.8% -$266K 0.98% 15
2024
Q4 		$31.1M Buy
162,706
+4,510
+3% +$895K 0.96% 15
2024
Q3 		$31.2M Sell
158,196
-644
-0.4% -$122K 1.05% 14
2024
Q2 		$28.8M Buy
158,840
+1,136
+0.7% +$207K 1.02% 14
2024
Q1 		$157M Buy
157,704
+12,846
+9% +$2.28M 2.86% 4
2023
Q4 		$25M Sell
144,858
-5,270
-4% -$847K 0.83% 23
2023
Q3 		$23.1M Buy
150,128
+1,285
+0.9% +$208K 0.88% 21
2023
Q2 		$24M Buy
148,843
+5,325
+4% +$819K 0.89% 22
2023
Q1 		$21.8M Buy
143,518
+32,286
+29% +$4.88M 0.85% 24
2022
Q4 		$16.1M Sell
111,232
-1,631
-1% -$233K 0.91% 23
2022
Q3 		$14.5M Sell
112,863
-37,838
-25% -$5.36M 0.88% 25
2022
Q2 		$20.7M Sell
150,701
-63,575
-30% -$9.38M 0.85% 20
2022
Q1 		$33.4M Buy
214,276
+5,762
+3% +$887K 0.89% 18
2021
Q4 		$32.7M Buy
208,514
+3,674
+2% +$559K 0.73% 22
2021
Q3 		$29.8M Buy
204,840
+1,877
+0.9% +$280K 0.79% 23
2021
Q2 		$30.2M Buy
202,963
+14,259
+8% +$2.1M 0.82% 19
2021
Q1 		$26.7M Buy
+188,704
New +$25.4M 0.71% 22

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

Spire Wealth Management's IVE Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 1.5% in Q2 2026, selling an estimated $419K and leaving 119,497 shares worth $27.1M. The position accounts for 0.82% of the portfolio, ranked #22.

Spire Wealth Management first reported a position in IVE in Q1 2021 and has held it in 22 quarters since. The position peaked at $157M in Q1 2024. 1,762 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Spire Wealth Management held 119,497 shares of iShares S&P 500 Value ETF worth $27.1M as of Q2 2026.
  • Spire Wealth Management sold 1,876 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $419K.
  • iShares S&P 500 Value ETF made up 0.82% of Spire Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Spire Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares S&P 500 Value ETF position peaked at $157M in Q1 2024.
  • 1,762 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.