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Wedmont Private Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Wedmont Private Capital’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 		$1.23M Sell
5,352
-110
-2% -$24.6K 0.03% 296
2026
Q1 		$1.18M Hold
5,462
– – 0.04% 276
2025
Q4 		$1.17M Sell
5,462
-55
-1% -$11.5K 0.04% 250
2025
Q3 		$1.15M Sell
5,517
-1,759
-24% -$353K 0.04% 246
2025
Q2 		$1.44M Buy
7,276
+266
+4% +$49.5K 0.06% 200
2025
Q1 		$1.25M Hold
7,010
– – 0.06% 194
2024
Q4 		$1.32M Hold
7,010
– – 0.07% 173
2024
Q3 		$1.37M Buy
7,010
+40
+0.6% +$7.6K 0.08% 162
2024
Q2 		$1.3M Buy
6,970
+9
+0.1% +$1.64K 0.08% 157
2024
Q1 		$1.28M Buy
6,961
+8
+0.1% +$1.42K 0.09% 143
2023
Q4 		$1.22M Hold
6,953
– – 0.1% 133
2023
Q3 		$1.07M Buy
6,953
+885
+15% +$143K 0.11% 115
2023
Q2 		$994K Buy
6,068
+4,105
+209% +$632K 0.11% 129
2023
Q1 		$297K Buy
+1,963
New +$297K 0.04% 352

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wedmont Private Capital's IVE Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares S&P 500 Value ETF (IVE) stake by 2% in Q2 2026, selling an estimated $24.6K and leaving 5,352 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #296.

Wedmont Private Capital first reported a position in IVE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.44M in Q2 2025. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Wedmont Private Capital held 5,352 shares of iShares S&P 500 Value ETF worth $1.23M as of Q2 2026.
  • Wedmont Private Capital sold 110 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $24.6K.
  • iShares S&P 500 Value ETF made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #296 holding.
  • Wedmont Private Capital first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Wedmont Private Capital's iShares S&P 500 Value ETF position peaked at $1.44M in Q2 2025.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.