Stelac Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Stelac Advisory 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 Q1	$139K	Buy	+657	New	+$142K	0.03%	145
2021 Q3	–	Sell	-858	Closed	-$127K	–	241
2021 Q2	$127K	Hold	858	–	–	0.03%	255
2021 Q1	$121K	Hold	858	–	–	0.04%	209
2020 Q4	$110K	Buy	+858	New	+$104K	0.03%	240

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stelac Advisory Services's IVE Position: Q1 2026 in Review

Stelac Advisory Services opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 657 shares worth $139K. The stake represents 0.03% of the portfolio and ranks #145 among its holdings. This is a return to the name: Stelac Advisory Services previously reported a position in IVE as recently as Q2 2021.

Stelac Advisory Services first reported a position in IVE in Q4 2020 and has held it in 4 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Stelac Advisory Services held 657 shares of iShares S&P 500 Value ETF worth $139K as of Q1 2026.
iShares S&P 500 Value ETF was a new Stelac Advisory Services position in Q1 2026.
iShares S&P 500 Value ETF made up 0.03% of Stelac Advisory Services's portfolio in Q1 2026, its #145 holding.
Stelac Advisory Services first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 4 quarters since.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.