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

Waterfront Wealth’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	$205K	Buy	+891	New	+$199K	0.03%	288

Other funds holding IVE

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

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

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Waterfront Wealth's IVE Position: Q2 2026 in Review

Waterfront Wealth opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 891 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #288 among its holdings.

853 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Waterfront Wealth held 891 shares of iShares S&P 500 Value ETF worth $205K as of Q2 2026.
iShares S&P 500 Value ETF was a new Waterfront Wealth position in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of Waterfront Wealth's portfolio in Q2 2026, its #288 holding.
853 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.