WealthCollab’s iShares S&P 500 Value ETF IVE Stock Holding History

WealthCollab’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	$92.1K	Sell	436 -22	-5%	-$4.76K	0.04%	134
2025 Q4	$97.1K	Hold	458	–	–	0.04%	130
2025 Q3	$94.6K	Hold	458	–	–	0.04%	119
2025 Q2	$89.5K	Hold	458	–	–	0.05%	114
2025 Q1	$87.3K	Hold	458	–	–	0.05%	107
2024 Q4	$87.4K	Hold	458	–	–	0.06%	105
2024 Q3	$90.3K	Hold	458	–	–	0.06%	111
2024 Q2	$83.4K	Hold	458	–	–	0.06%	108
2024 Q1	$85.6K	Hold	458	–	–	0.06%	103
2023 Q4	$79.6K	Buy	+458	New	+$73.6K	0.06%	104

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthCollab's IVE Position: Q1 2026 in Review

WealthCollab reduced its iShares S&P 500 Value ETF (IVE) stake by 4.8% in Q1 2026, selling an estimated $4.76K and leaving 436 shares worth $92.1K. The position accounts for 0.04% of the portfolio, ranked #134.

WealthCollab first reported a position in IVE in Q4 2023 and has held it in 10 quarters since. The position peaked at $97.1K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

WealthCollab held 436 shares of iShares S&P 500 Value ETF worth $92.1K as of Q1 2026.
WealthCollab sold 22 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $4.76K.
iShares S&P 500 Value ETF made up 0.04% of WealthCollab's portfolio in Q1 2026, its #134 holding.
WealthCollab first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
WealthCollab's iShares S&P 500 Value ETF position peaked at $97.1K in Q4 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.