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TrueWealth Financial Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

TrueWealth Financial Partners’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 		– Sell
-1,156
Closed -$244K – 46
2026
Q1 		$244K Buy
+1,156
New +$250K 0.1% 55

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LPL Financial
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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

TrueWealth Financial Partners's IVE Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 1,156 shares — an estimated $244K sold.

TrueWealth Financial Partners first reported a position in IVE in Q1 2026 and held it in 1 quarter. The position peaked at $244K in Q1 2026. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 1,156 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $244K.
  • TrueWealth Financial Partners first reported a position in iShares S&P 500 Value ETF in Q1 2026 and held it in 1 quarter.
  • TrueWealth Financial Partners's iShares S&P 500 Value ETF position peaked at $244K in Q1 2026.
  • 1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.