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 Q2	$99K	Hold	436	–	–	0.04%	157
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 $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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthCollab's IVE Position: Q2 2026 in Review

WealthCollab held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 436 shares worth $99K. The position accounts for 0.04% of the portfolio, ranked #157.

WealthCollab first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

WealthCollab held 436 shares of iShares S&P 500 Value ETF worth $99K as of Q2 2026.
WealthCollab left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.04% of WealthCollab's portfolio in Q2 2026, its #157 holding.
WealthCollab first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.