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Visionary Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Visionary Wealth 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
Q1 		$462K Sell
2,186
-93
-4% -$20.1K 0.02% 420
2025
Q4 		$483K Sell
2,279
-34
-1% -$7.13K 0.02% 391
2025
Q3 		$478K Sell
2,313
-7
-0.3% -$1.41K 0.02% 395
2025
Q2 		$453K Hold
2,320
– – 0.02% 377
2025
Q1 		$442K Buy
2,320
+1
+0% +$194 0.03% 366
2024
Q4 		$443K Sell
2,319
-133
-5% -$26.4K 0.03% 369
2024
Q3 		$484K Sell
2,452
-1
-0% -$190 0.03% 349
2024
Q2 		$446K Buy
2,453
+93
+4% +$16.9K 0.03% 344
2024
Q1 		$441K Buy
2,360
+23
+1% +$4.09K 0.03% 340
2023
Q4 		$406K Sell
2,337
-134
-5% -$21.5K 0.03% 349
2023
Q3 		$380K Hold
2,471
– – 0.03% 332
2023
Q2 		$398K Hold
2,471
– – 0.03% 322
2023
Q1 		$375K Hold
2,471
– – 0.03% 314
2022
Q4 		$358K Buy
2,471
+91
+4% +$13K 0.03% 289
2022
Q3 		$306K Hold
2,380
– – 0.03% 293
2022
Q2 		$327K Hold
2,380
– – 0.03% 305
2022
Q1 		$371K Buy
2,380
+65
+3% +$10K 0.03% 294
2021
Q4 		$363K Sell
2,315
-310
-12% -$47.1K 0.03% 268
2021
Q3 		$382K Buy
2,625
+202
+8% +$30.1K 0.04% 220
2021
Q2 		$358K Buy
2,423
+60
+3% +$8.84K 0.04% 246
2021
Q1 		$334K Buy
2,363
+115
+5% +$15.5K 0.04% 240
2020
Q4 		$288K Hold
2,248
– – 0.03% 240
2020
Q3 		$253K Buy
+2,248
New +$255K 0.04% 213
2020
Q1 		– Sell
-9,517
Closed -$1.24M – 211
2019
Q4 		$1.24M Buy
+9,517
New +$1.18M 0.22% 95

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Visionary Wealth Advisors's IVE Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 4.1% in Q1 2026, selling an estimated $20.1K and leaving 2,186 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #420.

Visionary Wealth Advisors first reported a position in IVE in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.24M in Q4 2019. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Visionary Wealth Advisors held 2,186 shares of iShares S&P 500 Value ETF worth $462K as of Q1 2026.
  • Visionary Wealth Advisors sold 93 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $20.1K.
  • iShares S&P 500 Value ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #420 holding.
  • Visionary Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 24 quarters since.
  • Visionary Wealth Advisors's iShares S&P 500 Value ETF position peaked at $1.24M in Q4 2019.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.