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

Stone Summit 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 Q1	$438K	Sell	2,076 -406	-16%	-$87.9K	0.12%	98
2025 Q4	$526K	Sell	2,482 -8	-0.3%	-$1.68K	0.14%	96
2025 Q3	$514K	Sell	2,490 -62	-2%	-$12.5K	0.15%	99
2025 Q2	$499K	Sell	2,552 -5	-0.2%	-$931	0.15%	102
2025 Q1	$487K	Hold	2,557	–	–	0.17%	98
2024 Q4	$488K	Sell	2,557 -3	-0.1%	-$595	0.16%	99
2024 Q3	$505K	Sell	2,560 -1	-0%	-$190	0.16%	101
2024 Q2	$466K	Hold	2,561	–	–	0.17%	96
2024 Q1	$478K	Hold	2,561	–	–	0.17%	99
2023 Q4	$445K	Buy	2,561 +50	+2%	+$8.04K	0.17%	104
2023 Q3	$386K	Hold	2,511	–	–	0.17%	109
2023 Q2	$405K	Hold	2,511	–	–	0.17%	105
2023 Q1	$381K	Hold	2,511	–	–	0.17%	100
2022 Q4	$364K	Hold	2,511	–	–	0.18%	103
2022 Q3	$322K	Hold	2,511	–	–	0.2%	99
2022 Q2	$346K	Hold	2,511	–	–	0.21%	99
2022 Q1	$393K	Buy	+2,511	New	+$386K	0.22%	96

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

Stone Summit Wealth's IVE Position: Q1 2026 in Review

Stone Summit Wealth reduced its iShares S&P 500 Value ETF (IVE) stake by 16% in Q1 2026, selling an estimated $87.9K and leaving 2,076 shares worth $438K. The position accounts for 0.12% of the portfolio, ranked #98.

Stone Summit Wealth first reported a position in IVE in Q1 2022 and has held it in 17 quarters since. The position peaked at $526K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Stone Summit Wealth held 2,076 shares of iShares S&P 500 Value ETF worth $438K as of Q1 2026.
Stone Summit Wealth sold 406 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $87.9K.
iShares S&P 500 Value ETF made up 0.12% of Stone Summit Wealth's portfolio in Q1 2026, its #98 holding.
Stone Summit Wealth first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 17 quarters since.
Stone Summit Wealth's iShares S&P 500 Value ETF position peaked at $526K in Q4 2025.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.