Wealth Enhancement Advisory Services
IVE icon

Wealth Enhancement Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Wealth Enhancement Advisory Services’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 		$36.9M Sell
167,563
-13,542
-7% -$3.02M 0.06% 270
2026
Q1 		$36.8M Buy
181,105
+82,470
+84% +$17.9M 0.07% 252
2025
Q4 		$21.3M Buy
98,635
+9,021
+10% +$1.89M 0.03% 462
2025
Q3 		$18.6M Buy
89,614
+1,146
+1% +$230K 0.03% 469
2025
Q2 		$17.6M Sell
88,468
-582
-0.7% -$108K 0.03% 462
2025
Q1 		$17M Buy
89,050
+3,502
+4% +$678K 0.03% 445
2024
Q4 		$16.3M Buy
85,548
+1,196
+1% +$237K 0.03% 422
2024
Q3 		$16.6M Sell
84,352
-300
-0.4% -$57K 0.04% 386
2024
Q2 		$15.4M Buy
84,652
+4,695
+6% +$855K 0.04% 386
2024
Q1 		$14.9M Buy
79,957
+192
+0.2% +$34.1K 0.04% 379
2023
Q4 		$13.9M Sell
79,765
-3,326
-4% -$535K 0.04% 367
2023
Q3 		$12.8M Buy
83,091
+75,094
+939% +$12.1M 0.04% 359
2023
Q2 		$1.29M Sell
7,997
-1,147
-13% -$176K 0.01% 242
2023
Q1 		$1.39M Buy
9,144
+6,246
+216% +$944K 0.02% 269
2022
Q4 		$443K Sell
2,898
-307
-10% -$43.8K 0.01% 279
2022
Q3 		$421K Buy
3,205
+258
+9% +$36.6K 0.01% 284
2022
Q2 		$410K Sell
2,947
-943
-24% -$139K 0.01% 290
2022
Q1 		$608K Sell
3,890
-62
-2% -$9.54K 0.01% 262
2021
Q4 		$608K Sell
3,952
-21
-0.5% -$3.19K 0.01% 244
2021
Q3 		$610K Buy
3,973
+899
+29% +$134K 0.01% 240
2021
Q2 		$455K Buy
3,074
+1,142
+59% +$168K 0.01% 241
2021
Q1 		$277K Hold
1,932
– – 0.01% 246
2020
Q4 		$253K Buy
1,932
+24
+1% +$2.9K 0.01% 208
2020
Q3 		$225K Hold
1,908
– – 0.01% 203
2020
Q2 		$216K Sell
1,908
-3,853
-67% -$409K 0.01% 205
2020
Q1 		$614K Sell
5,761
-18,245
-76% -$2.17M 0.02% 179
2019
Q4 		$3.12M Buy
24,006
+6,892
+40% +$858K 0.11% 84
2019
Q3 		$2.03M Buy
17,114
+9,561
+127% +$1.12M 0.08% 100
2019
Q2 		$904K Buy
+7,553
New +$865K 0.04% 168

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

Wealth Enhancement Advisory Services's IVE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares S&P 500 Value ETF (IVE) stake by 7.5% in Q2 2026, selling an estimated $3.02M and leaving 167,563 shares worth $36.9M. The position accounts for 0.06% of the portfolio, ranked #270.

Wealth Enhancement Advisory Services first reported a position in IVE in Q2 2019 and has held it in 29 quarters since. 1,762 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 167,563 shares of iShares S&P 500 Value ETF worth $36.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 13,542 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $3.02M.
  • iShares S&P 500 Value ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #270 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares S&P 500 Value ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,762 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.