Wellspring Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Wellspring Financial Advisors’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	$3M	Buy	13,220 +4	+0%	+$893	0.2%	49
2026 Q1	$2.79M	Buy	13,216 +345	+3%	+$74.7K	0.21%	49
2025 Q4	$2.73M	Buy	12,871 +816	+7%	+$171K	0.22%	45
2025 Q3	$2.49M	Buy	12,055 +22	+0.2%	+$4.42K	0.23%	39
2025 Q2	$2.35M	Buy	12,033 +23	+0.2%	+$4.28K	0.24%	38
2025 Q1	$2.29M	Sell	12,010 -263	-2%	-$50.9K	0.25%	37
2024 Q4	$2.34M	Buy	12,273 +29	+0.2%	+$5.75K	0.24%	38
2024 Q3	$2.41M	Buy	12,244 +29	+0.2%	+$5.51K	0.29%	35
2024 Q2	$2.22M	Buy	12,215 +24	+0.2%	+$4.37K	0.3%	37
2024 Q1	$2.28M	Buy	12,191 +23	+0.2%	+$4.09K	0.36%	35
2023 Q4	$2.12M	Buy	12,168 +334	+3%	+$53.7K	0.53%	35
2023 Q3	$1.82M	Hold	11,834	–	–	0.53%	36
2023 Q2	$1.91M	Sell	11,834 -391	-3%	-$60.2K	0.54%	35
2023 Q1	$1.86M	Buy	12,225 +24	+0.2%	+$3.63K	0.55%	36
2022 Q4	$1.77M	Buy	12,201 +29	+0.2%	+$4.14K	0.59%	33
2022 Q3	$1.56M	Buy	12,172 +34	+0.3%	+$4.82K	0.58%	32
2022 Q2	$1.67M	Hold	12,138	–	–	0.58%	33
2022 Q1	$1.89M	Buy	12,138 +22	+0.2%	+$3.38K	0.56%	32
2021 Q4	$1.9M	Buy	12,116 +24	+0.2%	+$3.65K	0.53%	33
2021 Q3	$1.76M	Buy	12,092 +28	+0.2%	+$4.17K	0.53%	33
2021 Q2	$1.78M	Buy	12,064 +91	+0.8%	+$13.4K	0.56%	32
2021 Q1	$1.15M	Sell	11,973 -50	-0.4%	-$6.73K	0.56%	27
2020 Q4	$1.54M	Sell	12,023 -11	-0.1%	-$1.33K	0.54%	33
2020 Q3	$1.35M	Buy	12,034 +34	+0.3%	+$3.85K	0.53%	33
2020 Q2	$1.3M	Buy	12,000 +27	+0.2%	+$2.87K	0.54%	32
2020 Q1	$1.15M	Buy	+11,973	New	+$1.42M	0.56%	27

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wellspring Financial Advisors's IVE Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.03% in Q2 2026, buying an estimated $893 and bringing the position to 13,220 shares worth $3M. The position accounts for 0.2% of the portfolio, ranked #49.

Wellspring Financial Advisors first reported a position in IVE in Q1 2020 and has held it in 26 quarters since. 617 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Wellspring Financial Advisors held 13,220 shares of iShares S&P 500 Value ETF worth $3M as of Q2 2026.
Wellspring Financial Advisors bought 4 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $893.
iShares S&P 500 Value ETF made up 0.2% of Wellspring Financial Advisors's portfolio in Q2 2026, its #49 holding.
Wellspring Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
617 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.