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

Strategic Wealth Investment Group’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 		$208K Buy
+916
New +$205K 0.03% 104
2023
Q2 		– Sell
-2,755
Closed -$418K – 133
2023
Q1 		$418K Buy
+2,755
New +$416K 0.08% 92

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Wealth Investment Group's IVE Position: Q2 2026 in Review

Strategic Wealth Investment Group opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 916 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #104 among its holdings. This is a return to the name: Strategic Wealth Investment Group previously reported a position in IVE as recently as Q1 2023.

Strategic Wealth Investment Group first reported a position in IVE in Q1 2023 and has held it in 2 quarters since. The position peaked at $418K in Q1 2023. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Strategic Wealth Investment Group held 916 shares of iShares S&P 500 Value ETF worth $208K as of Q2 2026.
  • iShares S&P 500 Value ETF was a new Strategic Wealth Investment Group position in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.03% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #104 holding.
  • Strategic Wealth Investment Group first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 2 quarters since.
  • Strategic Wealth Investment Group's iShares S&P 500 Value ETF position peaked at $418K in Q1 2023.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.