TrustWell Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

TrustWell Financial 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 Q2	$284K	Hold	1,249	–	–	0.24%	67
2026 Q1	$264K	Hold	1,249	–	–	0.25%	64
2025 Q4	$265K	Buy	+1,249	New	+$262K	0.26%	60

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

TrustWell Financial Advisors's IVE Position: Q2 2026 in Review

TrustWell Financial Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,249 shares worth $284K. The position accounts for 0.24% of the portfolio, ranked #67.

TrustWell Financial Advisors first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

TrustWell Financial Advisors held 1,249 shares of iShares S&P 500 Value ETF worth $284K as of Q2 2026.
TrustWell Financial Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.24% of TrustWell Financial Advisors's portfolio in Q2 2026, its #67 holding.
TrustWell Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.