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

WCG 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	$13.9M	Buy	65,691 +13,316	+25%	+$2.88M	0.39%	71
2025 Q4	$11.1M	Buy	52,375 +13,509	+35%	+$2.83M	0.31%	80
2025 Q3	$8.03M	Buy	38,866 +588	+2%	+$118K	0.5%	56
2025 Q2	$7.48M	Buy	38,278 +1,059	+3%	+$197K	0.48%	63
2025 Q1	$7.09M	Buy	37,219 +10,452	+39%	+$2.02M	0.54%	56
2024 Q4	$5.11M	Buy	26,767 +592	+2%	+$117K	0.34%	88
2024 Q3	$5.16M	Buy	26,175 +1,257	+5%	+$239K	0.35%	87
2024 Q2	$4.54M	Buy	+24,918	New	+$4.54M	0.34%	82

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WCG Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 25% in Q1 2026, buying an estimated $2.88M and bringing the position to 65,691 shares worth $13.9M. The position accounts for 0.39% of the portfolio, ranked #71.

WCG Wealth Advisors first reported a position in IVE in Q2 2024 and has held it in 8 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

WCG Wealth Advisors held 65,691 shares of iShares S&P 500 Value ETF worth $13.9M as of Q1 2026.
WCG Wealth Advisors bought 13,316 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $2.88M.
iShares S&P 500 Value ETF made up 0.39% of WCG Wealth Advisors's portfolio in Q1 2026, its #71 holding.
WCG Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 8 quarters since.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.