SFWC
IVE icon

Strategic Family Wealth Counselors’s iShares S&P 500 Value ETF IVE Stock Holding History

Strategic Family Wealth Counselors’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 		$1.11M Buy
5,274
+30
+0.6% +$6.5K 0.29% 64
2025
Q4 		$1.12M Buy
5,244
+587
+13% +$123K 0.25% 75
2025
Q3 		$962K Hold
4,657
– – 0.25% 67
2025
Q2 		$910K Buy
4,657
+2,472
+113% +$460K 0.26% 66
2025
Q1 		$416K Sell
2,185
-7
-0.3% -$1.35K 0.14% 90
2024
Q4 		$418K Buy
2,192
+771
+54% +$153K 0.14% 94
2024
Q3 		$280K Sell
1,421
-520
-27% -$98.8K 0.1% 110
2024
Q2 		$353K Hold
1,941
– – 0.13% 85
2024
Q1 		$363K Hold
1,941
– – 0.14% 78
2023
Q4 		$338K Buy
1,941
+32
+2% +$5.14K 0.14% 78
2023
Q3 		$294K Buy
1,909
+88
+5% +$14.2K 0.14% 80
2023
Q2 		$294K Hold
1,821
– – 0.13% 80
2023
Q1 		$276K Sell
1,821
-2,594
-59% -$392K 0.13% 81
2022
Q4 		$640K Hold
4,415
– – 0.32% 51
2022
Q3 		$567K Buy
4,415
+129
+3% +$18.3K 0.28% 46
2022
Q2 		$589K Buy
4,286
+755
+21% +$111K 0.28% 46
2022
Q1 		$550K Buy
3,531
+236
+7% +$36.3K 0.22% 55
2021
Q4 		$516K Hold
3,295
– – 0.17% 58
2021
Q3 		$479K Hold
3,295
– – 0.16% 52
2021
Q2 		$486K Hold
3,295
– – 0.16% 53
2021
Q1 		$465K Hold
3,295
– – 0.18% 53
2020
Q4 		$422K Buy
3,295
+217
+7% +$26.2K 0.22% 57
2020
Q3 		$346K Hold
3,078
– – 0.19% 55
2020
Q2 		$333K Buy
3,078
+484
+19% +$51.4K 0.21% 59
2020
Q1 		$250K Buy
+2,594
New +$309K 0.19% 60

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Family Wealth Counselors's IVE Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its iShares S&P 500 Value ETF (IVE) stake by 0.57% in Q1 2026, buying an estimated $6.5K and bringing the position to 5,274 shares worth $1.11M. The position accounts for 0.29% of the portfolio, ranked #64.

Strategic Family Wealth Counselors first reported a position in IVE in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.12M in Q4 2025. 1,708 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Strategic Family Wealth Counselors held 5,274 shares of iShares S&P 500 Value ETF worth $1.11M as of Q1 2026.
  • Strategic Family Wealth Counselors bought 30 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $6.5K.
  • iShares S&P 500 Value ETF made up 0.29% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #64 holding.
  • Strategic Family Wealth Counselors first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Strategic Family Wealth Counselors's iShares S&P 500 Value ETF position peaked at $1.12M in Q4 2025.
  • 1,708 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.