MW ADVISORY, LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

MW ADVISORY, LLC’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	$500K	Buy	+2,200	New	+$491K	0.2%	75

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MW ADVISORY, LLC's IVE Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 2,200 shares worth $500K. The stake represents 0.2% of the portfolio and ranks #75 among its holdings.

1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

MW ADVISORY, LLC held 2,200 shares of iShares S&P 500 Value ETF worth $500K as of Q2 2026.
iShares S&P 500 Value ETF was a new MW ADVISORY, LLC position in Q2 2026.
iShares S&P 500 Value ETF made up 0.2% of MW ADVISORY, LLC's portfolio in Q2 2026, its #75 holding.
1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.