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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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s IVE Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares S&P 500 Value ETF (IVE) stake by 1.2% in Q1 2026, selling an estimated $85.1K and leaving 31,081 shares worth $6.56M. The position accounts for 0.05% of the portfolio, ranked #143.

Wealthspire Advisors (New York) first reported a position in IVE in Q4 2018 and has held it in 26 quarters since. The position peaked at $14.2M in Q1 2025. 1,709 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Wealthspire Advisors (New York) held 31,081 shares of iShares S&P 500 Value ETF worth $6.56M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 393 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $85.1K.
  • iShares S&P 500 Value ETF made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #143 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 26 quarters since.
  • Wealthspire Advisors (New York)'s iShares S&P 500 Value ETF position peaked at $14.2M in Q1 2025.
  • 1,709 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.