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 Q2	$2.95K	Buy	+13	New	+$2.9K	﹤0.01%	938

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 13 shares worth $2.95K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings.

1,540 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Wealth Enhancement Trust Services held 13 shares of iShares S&P 500 Value ETF worth $2.95K as of Q2 2026.
iShares S&P 500 Value ETF was a new Wealth Enhancement Trust Services position in Q2 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #938 holding.
1,540 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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