WPA
IVE icon

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

Wealth Preservation 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 		$142K Hold
672
– – 0.12% 86
2025
Q4 		$143K Hold
672
– – 0.07% 109
2025
Q3 		$139K Hold
672
– – 0.08% 104
2025
Q2 		$131K Hold
672
– – 0.08% 114
2025
Q1 		$128K Buy
+672
New +$130K 0.09% 105

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 Preservation Advisors's IVE Position: Q1 2026 in Review

Wealth Preservation Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 672 shares worth $142K. The position accounts for 0.12% of the portfolio, ranked #86.

Wealth Preservation Advisors first reported a position in IVE in Q1 2025 and has held it in 5 quarters since. The position peaked at $143K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Wealth Preservation Advisors held 672 shares of iShares S&P 500 Value ETF worth $142K as of Q1 2026.
  • Wealth Preservation Advisors left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.12% of Wealth Preservation Advisors's portfolio in Q1 2026, its #86 holding.
  • Wealth Preservation Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's iShares S&P 500 Value ETF position peaked at $143K in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.