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

Wealth Dimensions Group’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 		$2.32M Sell
10,965
-383
-3% -$82.9K 0.46% 31
2025
Q4 		$2.41M Sell
11,348
-265
-2% -$55.5K 0.48% 30
2025
Q3 		$2.4M Buy
11,613
+161
+1% +$32.3K 0.49% 31
2025
Q2 		$2.24M Buy
11,452
+291
+3% +$54.2K 0.49% 28
2025
Q1 		$2.13M Sell
11,161
-191
-2% -$37K 0.51% 28
2024
Q4 		$2.17M Sell
11,352
-96
-0.8% -$19K 0.53% 26
2024
Q3 		$2.26M Sell
11,448
-100
-0.9% -$19K 0.57% 26
2024
Q2 		$2.1M Sell
11,548
-51
-0.4% -$9.29K 0.6% 25
2024
Q1 		$2.17M Sell
11,599
-41
-0.4% -$7.29K 0.64% 27
2023
Q4 		$2.02M Sell
11,640
-51
-0.4% -$8.2K 0.64% 24
2023
Q3 		$1.8M Buy
11,691
+12
+0.1% +$1.94K 0.65% 28
2023
Q2 		$1.88M Sell
11,679
-316
-3% -$48.6K 0.69% 27
2023
Q1 		$1.82M Buy
11,995
+79
+0.7% +$11.9K 0.7% 26
2022
Q4 		$1.73M Sell
11,916
-1,072
-8% -$153K 0.71% 25
2022
Q3 		$1.67M Sell
12,988
-4
-0% -$567 0.83% 22
2022
Q2 		$1.79M Sell
12,992
-509
-4% -$75.1K 0.85% 23
2022
Q1 		$2.1M Sell
13,501
-66
-0.5% -$10.2K 0.97% 20
2021
Q4 		$2.13M Sell
13,567
-297
-2% -$45.2K 1.04% 18
2021
Q3 		$2.02M Sell
13,864
-181
-1% -$27K 1.29% 16
2021
Q2 		$2.07M Sell
14,045
-381
-3% -$56.1K 1.41% 16
2021
Q1 		$2.04M Sell
14,426
-136
-0.9% -$18.3K 1.58% 13
2020
Q4 		$1.86M Buy
+14,562
New +$1.76M 1.61% 13

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

Wealth Dimensions Group's IVE Position: Q1 2026 in Review

Wealth Dimensions Group reduced its iShares S&P 500 Value ETF (IVE) stake by 3.4% in Q1 2026, selling an estimated $82.9K and leaving 10,965 shares worth $2.32M. The position accounts for 0.46% of the portfolio, ranked #31.

Wealth Dimensions Group first reported a position in IVE in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.41M in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Wealth Dimensions Group held 10,965 shares of iShares S&P 500 Value ETF worth $2.32M as of Q1 2026.
  • Wealth Dimensions Group sold 383 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $82.9K.
  • iShares S&P 500 Value ETF made up 0.46% of Wealth Dimensions Group's portfolio in Q1 2026, its #31 holding.
  • Wealth Dimensions Group first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's iShares S&P 500 Value ETF position peaked at $2.41M in Q4 2025.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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