Visionary Wealth Advisors
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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
Q3 		$528K Buy
2,313
+169
+8% +$39.5K 0.02% 434
2026
Q2 		$487K Sell
2,144
-42
-2% -$9.38K 0.02% 429
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Visionary Wealth Advisors's IVE Position: Q3 2026 in Review

Visionary Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 7.9% in Q3 2026, buying an estimated $39.5K and bringing the position to 2,313 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #434.

Visionary Wealth Advisors first reported a position in IVE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.24M in Q4 2019. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Visionary Wealth Advisors held 2,313 shares of iShares S&P 500 Value ETF worth $528K as of Q3 2026.
  • Visionary Wealth Advisors bought 169 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $39.5K.
  • iShares S&P 500 Value ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q3 2026, its #434 holding.
  • Visionary Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's iShares S&P 500 Value ETF position peaked at $1.24M in Q4 2019.
  • 1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.