Wealthspire Advisors (New York)’s iShares S&P 500 Value ETF IVE Stock Holding History

Wealthspire Advisors (New York)’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	$8.57M	Buy	37,722 +6,641	+21%	+$1.48M	0.05%	193
2026 Q1	$6.56M	Sell	31,081 -393	-1%	-$85.1K	0.05%	143
2025 Q4	$6.67M	Sell	31,474 -31,478	-50%	-$6.6M	0.05%	139
2025 Q3	$13M	Buy	62,952 +210	+0.3%	+$42.2K	0.07%	102
2025 Q2	$12.3M	Sell	62,742 -11,610	-16%	-$2.16M	0.07%	99
2025 Q1	$14.2M	Buy	74,352 +38,637	+108%	+$7.48M	0.08%	93
2024 Q4	$6.82M	Buy	35,715 +4,244	+13%	+$842K	0.07%	128
2024 Q3	$6.21M	Buy	31,471 +652	+2%	+$124K	0.06%	134
2024 Q2	$5.61M	Buy	30,819 +30	+0.1%	+$5.46K	0.07%	110
2024 Q1	$5.75M	Sell	30,789 -23	-0.1%	-$4.09K	0.08%	108
2023 Q4	$5.36M	Buy	30,812 +3,222	+12%	+$518K	0.08%	110
2023 Q3	$4.24M	Buy	27,590 +375	+1%	+$60.6K	0.07%	113
2023 Q2	$4.39M	Sell	27,215 -421	-2%	-$64.8K	0.07%	104
2023 Q1	$4.19M	Buy	27,636 +76	+0.3%	+$11.5K	0.07%	103
2022 Q4	$4M	Sell	27,560 -2,037	-7%	-$291K	0.07%	110
2022 Q3	$3.8M	Buy	29,597 +3,531	+14%	+$500K	0.08%	105
2022 Q2	$3.58M	Buy	26,066 +1,186	+5%	+$175K	0.07%	106
2022 Q1	$3.87M	Buy	24,880 +188	+0.8%	+$28.9K	0.09%	89
2021 Q4	$3.87M	Sell	24,692 -947	-4%	-$144K	0.09%	92
2021 Q3	$3.73M	Buy	25,639 +347	+1%	+$51.7K	0.08%	109
2021 Q2	$3.73M	Sell	25,292 -146	-0.6%	-$21.5K	0.1%	76
2021 Q1	$3.59M	Buy	25,438 +16	+0.1%	+$2.15K	0.09%	113
2020 Q4	$3.25M	Buy	25,422 +21,164	+497%	+$2.56M	0.1%	96
2020 Q3	$479K	Buy	4,258 +98	+2%	+$11.1K	0.03%	185
2020 Q2	$450K	Sell	4,160 -13,732	-77%	-$1.46M	0.03%	161
2020 Q1	$1.72M	Buy	+17,892	New	+$2.13M	0.07%	139
2019 Q1	–	Sell	-1,153	Closed	-$117K	–	418
2018 Q4	$117K	Buy	+1,153	New	+$126K	0.01%	99

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wealthspire Advisors (New York)'s IVE Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares S&P 500 Value ETF (IVE) stake by 21% in Q2 2026, buying an estimated $1.48M and bringing the position to 37,722 shares worth $8.57M. The position accounts for 0.05% of the portfolio, ranked #193.

Wealthspire Advisors (New York) first reported a position in IVE in Q4 2018 and has held it in 27 quarters since. The position peaked at $14.2M in Q1 2025. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Wealthspire Advisors (New York) held 37,722 shares of iShares S&P 500 Value ETF worth $8.57M as of Q2 2026.
Wealthspire Advisors (New York) bought 6,641 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.48M.
iShares S&P 500 Value ETF made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #193 holding.
Wealthspire Advisors (New York) first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 27 quarters since.
Wealthspire Advisors (New York)'s iShares S&P 500 Value ETF position peaked at $14.2M in Q1 2025.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.