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Vise Technologies’s iShares S&P 500 Value ETF IVE Stock Holding History

Vise Technologies’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 		$34.6M Buy
152,586
+117,058
+329% +$26.1M 0.39% 51
2026
Q1 		$7.53M Hold
35,528
– – 0.15% 121
2025
Q4 		$7.53M Buy
35,528
+21,445
+152% +$4.49M 0.15% 121
2025
Q3 		$2.91M Buy
14,083
+9,557
+211% +$1.92M 0.11% 174
2025
Q2 		$884K Buy
+4,526
New +$843K 0.04% 471
2024
Q4 		$218K Sell
1,140
-18
-2% -$3.57K 0.02% 738
2024
Q3 		$228K Buy
1,158
+56
+5% +$10.6K 0.03% 537
2024
Q2 		$201K Buy
+1,102
New +$201K 0.04% 408

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

Vise Technologies's IVE Position: Q2 2026 in Review

Vise Technologies increased its iShares S&P 500 Value ETF (IVE) stake by 329% in Q2 2026, buying an estimated $26.1M and bringing the position to 152,586 shares worth $34.6M. The position accounts for 0.39% of the portfolio, ranked #51.

Vise Technologies first reported a position in IVE in Q2 2024 and has held it in 8 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Vise Technologies held 152,586 shares of iShares S&P 500 Value ETF worth $34.6M as of Q2 2026.
  • Vise Technologies bought 117,058 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $26.1M.
  • iShares S&P 500 Value ETF made up 0.39% of Vise Technologies's portfolio in Q2 2026, its #51 holding.
  • Vise Technologies first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.