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

SteelPeak 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 		$29.9M Sell
131,659
-34,202
-21% -$7.64M 0.79% 24
2026
Q1 		$35M Sell
165,861
-39,153
-19% -$8.48M 1.1% 17
2025
Q4 		$43.5M Buy
205,014
+59,432
+41% +$12.5M 1.43% 13
2025
Q3 		$30.1M Buy
145,582
+3,832
+3% +$770K 1.01% 21
2025
Q2 		$27.7M Buy
141,750
+18,998
+15% +$3.54M 1.08% 23
2025
Q1 		$23.4M Buy
122,752
+42,936
+54% +$8.31M 1% 23
2024
Q4 		$15.2M Buy
79,816
+2,809
+4% +$557K 0.63% 33
2024
Q3 		$15.2M Buy
77,007
+4,600
+6% +$874K 0.67% 33
2024
Q2 		$13.2M Buy
72,407
+4,891
+7% +$891K 0.62% 42
2024
Q1 		$12.6M Buy
67,516
+65,193
+2,806% +$11.6M 0.65% 38
2023
Q4 		$404K Buy
2,323
+14
+0.6% +$2.25K 0.02% 305
2023
Q3 		$357K Buy
2,309
+151
+7% +$24.4K 0.02% 304
2023
Q2 		$348K Buy
2,158
+339
+19% +$52.2K 0.02% 306
2023
Q1 		$276K Sell
1,819
-303
-14% -$45.8K 0.02% 314
2022
Q4 		$308K Sell
2,122
-561
-21% -$80.1K 0.02% 304
2022
Q3 		$345K Sell
2,683
-1,284
-32% -$182K 0.03% 302
2022
Q2 		$545K Buy
3,967
+174
+5% +$25.7K 0.04% 240
2022
Q1 		$591K Buy
3,793
+234
+7% +$36K 0.04% 258
2021
Q4 		$557K Buy
3,559
+1,839
+107% +$280K 0.03% 239
2021
Q3 		$250K Sell
1,720
-304
-15% -$45.3K 0.02% 359
2021
Q2 		$299K Buy
+2,024
New +$298K 0.02% 338

Other funds holding IVE

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return