Wells Fargo’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
Q1
$21.1K Buy
+100
New +$21.7K ﹤0.01% 5754
2025
Q3
Sell
-100
Closed -$19.5K 7242
2025
Q2
$19.5K Buy
+100
New +$18.6K ﹤0.01% 5793

Other funds holding IVE

Wells Fargo's IVE Position: Q1 2026 in Review

Wells Fargo reduced its iShares S&P 500 Value ETF (IVE) stake by 0.81% in Q1 2026, selling an estimated $11M and leaving 6,213,297 shares worth $1.31B. The position accounts for 0.25% of the portfolio, ranked #85.

Wells Fargo first reported a position in IVE in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.4B in Q1 2024. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Wells Fargo held 6,213,297 shares of iShares S&P 500 Value ETF worth $1.31B as of Q1 2026.
  • Wells Fargo sold 50,842 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $11M.
  • iShares S&P 500 Value ETF made up 0.25% of Wells Fargo's portfolio in Q1 2026, its #85 holding.
  • Wells Fargo first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's iShares S&P 500 Value ETF position peaked at $1.4B in Q1 2024.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.