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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$453K Sell
1,997
-231
-10% -$51.6K ﹤0.01% 898
2026
Q1
$470K Buy
2,228
+331
+17% +$71.7K ﹤0.01% 849
2025
Q4
$402K Buy
1,897
+651
+52% +$136K ﹤0.01% 864
2025
Q3
$257K Buy
+1,246
New +$250K ﹤0.01% 932

Other funds holding IVE

Wealthfront Advisers's IVE Position: Q2 2026 in Review

Wealthfront Advisers reduced its iShares S&P 500 Value ETF (IVE) stake by 10% in Q2 2026, selling an estimated $51.6K and leaving 1,997 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Wealthfront Advisers first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $470K in Q1 2026. 1,460 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Wealthfront Advisers held 1,997 shares of iShares S&P 500 Value ETF worth $453K as of Q2 2026.
  • Wealthfront Advisers sold 231 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $51.6K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #898 holding.
  • Wealthfront Advisers first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Wealthfront Advisers's iShares S&P 500 Value ETF position peaked at $470K in Q1 2026.
  • 1,460 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.