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Walsh & Associates’s iShares S&P 500 Value ETF IVE Stock Holding History

Walsh & Associates’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 		$37.2K Buy
164
+46
+39% +$10.3K 0.03% 131
2026
Q1 		$24.9K Sell
118
-8
-6% -$1.73K 0.02% 147
2025
Q4 		$26.7K Buy
+126
New +$26.4K 0.03% 144

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

Walsh & Associates's IVE Position: Q2 2026 in Review

Walsh & Associates increased its iShares S&P 500 Value ETF (IVE) stake by 39% in Q2 2026, buying an estimated $10.3K and bringing the position to 164 shares worth $37.2K. The position accounts for 0.03% of the portfolio, ranked #131.

Walsh & Associates first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Walsh & Associates held 164 shares of iShares S&P 500 Value ETF worth $37.2K as of Q2 2026.
  • Walsh & Associates bought 46 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $10.3K.
  • iShares S&P 500 Value ETF made up 0.03% of Walsh & Associates's portfolio in Q2 2026, its #131 holding.
  • Walsh & Associates first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.