Topsail Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Topsail Wealth Management’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	$137K	Hold	604	–	–	0.02%	182
2026 Q1	$128K	Hold	604	–	–	0.02%	184
2025 Q4	$128K	Hold	604	–	–	0.02%	176
2025 Q3	$125K	Hold	604	–	–	0.02%	171
2025 Q2	$118K	Hold	604	–	–	0.02%	162
2025 Q1	$115K	Buy	+604	New	+$117K	0.02%	152

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

Topsail Wealth Management's IVE Position: Q2 2026 in Review

Topsail Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 604 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #182.

Topsail Wealth Management first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Topsail Wealth Management held 604 shares of iShares S&P 500 Value ETF worth $137K as of Q2 2026.
Topsail Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.02% of Topsail Wealth Management's portfolio in Q2 2026, its #182 holding.
Topsail Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.