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WealthBridge Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

WealthBridge Capital Management’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 		$2.68M Sell
11,797
-120
-1% -$26.8K 0.53% 41
2026
Q1 		$2.52M Sell
11,917
-13
-0.1% -$2.81K 0.58% 38
2025
Q4 		$2.53M Buy
11,930
+72
+0.6% +$15.1K 0.58% 39
2025
Q3 		$2.45M Sell
11,858
-335
-3% -$67.3K 0.57% 39
2025
Q2 		$2.38M Sell
12,193
-46
-0.4% -$8.57K 0.6% 39
2025
Q1 		$2.33M Sell
12,239
-477
-4% -$92.3K 0.66% 35
2024
Q4 		$2.43M Sell
12,716
-146
-1% -$29K 0.67% 34
2024
Q3 		$2.54M Sell
12,862
-121
-0.9% -$23K 0.72% 30
2024
Q2 		$2.36M Sell
12,983
-316
-2% -$57.6K 0.78% 27
2024
Q1 		$2.48M Sell
13,299
-395
-3% -$70.2K 0.84% 27
2023
Q4 		$2.38M Buy
13,694
+173
+1% +$27.8K 0.89% 26
2023
Q3 		$2.08M Buy
13,521
+35
+0.3% +$5.66K 0.86% 28
2023
Q2 		$2.17M Sell
13,486
-578
-4% -$88.9K 0.87% 28
2023
Q1 		$2.13M Buy
14,064
+745
+6% +$113K 0.85% 28
2022
Q4 		$1.93M Buy
13,319
+908
+7% +$130K 0.81% 28
2022
Q3 		$1.71M Hold
12,411
– – 0.73% 31
2022
Q2 		$1.71M Buy
12,411
+1,175
+10% +$173K 0.73% 31
2022
Q1 		$1.75M Sell
11,236
-414
-4% -$63.7K 0.65% 32
2021
Q4 		$1.82M Sell
11,650
-2,391
-17% -$364K 0.68% 35
2021
Q3 		$2.04M Sell
14,041
-1,549
-10% -$231K 0.76% 34
2021
Q2 		$2.3M Buy
15,590
+4,825
+45% +$711K 0.84% 30
2021
Q1 		$1.52M Buy
10,765
+2,868
+36% +$386K 0.62% 39
2020
Q4 		$1.01M Buy
7,897
+3,547
+82% +$429K 0.44% 52
2020
Q3 		$489K Buy
4,350
+1,646
+61% +$187K 0.25% 75
2020
Q2 		$293K Hold
2,704
– – 0.17% 94
2020
Q1 		$260K Hold
2,704
– – 0.18% 88
2019
Q4 		$352K Hold
2,704
– – 0.23% 87
2019
Q3 		$322K Hold
2,704
– – 0.23% 86
2019
Q2 		$273K Hold
2,704
– – 0.25% 84
2019
Q1 		$309K Hold
2,704
– – 0.2% 87
2018
Q4 		$273K Buy
+2,704
New +$296K 0.21% 84

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

WealthBridge Capital Management's IVE Position: Q2 2026 in Review

WealthBridge Capital Management reduced its iShares S&P 500 Value ETF (IVE) stake by 1% in Q2 2026, selling an estimated $26.8K and leaving 11,797 shares worth $2.68M. The position accounts for 0.53% of the portfolio, ranked #41.

WealthBridge Capital Management first reported a position in IVE in Q4 2018 and has held it in 31 quarters since. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • WealthBridge Capital Management held 11,797 shares of iShares S&P 500 Value ETF worth $2.68M as of Q2 2026.
  • WealthBridge Capital Management sold 120 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $26.8K.
  • iShares S&P 500 Value ETF made up 0.53% of WealthBridge Capital Management's portfolio in Q2 2026, its #41 holding.
  • WealthBridge Capital Management first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.