Wealth Enhancement Trust Services
IVE icon

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

Wealth Enhancement Trust 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
Q3 		$2.97K Hold
13
– – ﹤0.01% 671
2026
Q2 		$2.95K Buy
+13
New +$2.9K ﹤0.01% 938

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UBS Group
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Cetera Investment Advisers
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BlackRock
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Park Avenue Securities
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Wealth Enhancement Trust Services's IVE Position: Q3 2026 in Review

Wealth Enhancement Trust Services held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 13 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Wealth Enhancement Trust Services first reported a position in IVE in Q2 2026 and has held it in 2 quarters since. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Wealth Enhancement Trust Services held 13 shares of iShares S&P 500 Value ETF worth $2.97K as of Q3 2026.
  • Wealth Enhancement Trust Services left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #671 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares S&P 500 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.