Strategic Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Strategic Investment Advisors’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	$102K	Buy	+483	New	+$105K	0.01%	383

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

Strategic Investment Advisors's IVE Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 483 shares worth $102K. The stake represents 0.01% of the portfolio and ranks #383 among its holdings.

1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Strategic Investment Advisors held 483 shares of iShares S&P 500 Value ETF worth $102K as of Q1 2026.
iShares S&P 500 Value ETF was a new Strategic Investment Advisors position in Q1 2026.
iShares S&P 500 Value ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q1 2026, its #383 holding.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.