WPC
IVE icon

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
Q3 		$1.48M Buy
6,359
+1,007
+19% +$235K 0.04% 276
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wedmont Private Capital's IVE Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares S&P 500 Value ETF (IVE) stake by 19% in Q3 2026, buying an estimated $235K and bringing the position to 6,359 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #276.

Wedmont Private Capital first reported a position in IVE in Q1 2023 and has held it in 15 quarters since. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Wedmont Private Capital held 6,359 shares of iShares S&P 500 Value ETF worth $1.48M as of Q3 2026.
  • Wedmont Private Capital bought 1,007 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $235K.
  • iShares S&P 500 Value ETF made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #276 holding.
  • Wedmont Private Capital first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 15 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.