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United Advisor Group’s iShares S&P 500 Value ETF IVE Stock Holding History

United Advisor 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 		$445K Sell
1,960
-8,903
-82% -$1.99M 0.05% 343
2026
Q1 		$2.29M Buy
10,863
+248
+2% +$53.7K 0.28% 96
2025
Q4 		$2.25M Buy
10,615
+472
+5% +$98.9K 0.28% 89
2025
Q3 		$2.09M Buy
10,143
+764
+8% +$153K 0.28% 86
2025
Q2 		$1.83M Buy
9,379
+298
+3% +$55.5K 0.32% 85
2025
Q1 		$1.73M Buy
9,081
+461
+5% +$89.2K 0.35% 74
2024
Q4 		$1.65M Sell
8,620
-66
-0.8% -$13.1K 0.33% 74
2024
Q3 		$1.71M Sell
8,686
-211
-2% -$40.1K 0.39% 66
2024
Q2 		$1.62M Sell
8,897
-333
-4% -$60.6K 0.5% 58
2024
Q1 		$1.72M Buy
9,230
+7,746
+522% +$1.38M 0.65% 50
2023
Q4 		$258K Buy
+1,484
New +$239K 0.31% 45

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

United Advisor Group's IVE Position: Q2 2026 in Review

United Advisor Group reduced its iShares S&P 500 Value ETF (IVE) stake by 82% in Q2 2026, selling an estimated $1.99M and leaving 1,960 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #343.

United Advisor Group first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.29M in Q1 2026. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • United Advisor Group held 1,960 shares of iShares S&P 500 Value ETF worth $445K as of Q2 2026.
  • United Advisor Group sold 8,903 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.99M.
  • iShares S&P 500 Value ETF made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #343 holding.
  • United Advisor Group first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • United Advisor Group's iShares S&P 500 Value ETF position peaked at $2.29M in Q1 2026.
  • 1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.