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 Q2	$149K	Hold	657	–	–	0.03%	146
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 $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stelac Advisory Services's IVE Position: Q2 2026 in Review

Stelac Advisory Services held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 657 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #146.

Stelac Advisory Services first reported a position in IVE in Q4 2020 and has held it in 5 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Stelac Advisory Services held 657 shares of iShares S&P 500 Value ETF worth $149K as of Q2 2026.
Stelac Advisory Services left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of Stelac Advisory Services's portfolio in Q2 2026, its #146 holding.
Stelac Advisory Services first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 5 quarters since.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.