Wescott Financial Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Wescott Financial Advisory Group’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	$9.64M	Buy	45,666 +4,335	+10%	+$939K	0.85%	25
2025 Q4	$8.77M	Buy	41,331 +3,682	+10%	+$772K	0.77%	26
2025 Q3	$7.77M	Buy	37,649 +1,804	+5%	+$362K	0.7%	26
2025 Q2	$7M	Buy	35,845 +1,373	+4%	+$256K	0.67%	28
2025 Q1	$6.57M	Buy	34,472 +1,275	+4%	+$247K	0.68%	28
2024 Q4	$6.34M	Buy	33,197 +2,081	+7%	+$413K	0.66%	28
2024 Q3	$6.14M	Buy	31,116 +1,359	+5%	+$258K	0.66%	29
2024 Q2	$5.42M	Buy	29,757 +3,861	+15%	+$703K	0.63%	30
2024 Q1	$4.84M	Buy	25,896 +1,053	+4%	+$187K	0.6%	32
2023 Q4	$4.32M	Buy	24,843 +1,206	+5%	+$194K	0.61%	32
2023 Q3	$3.64M	Buy	23,637 +980	+4%	+$158K	0.66%	34
2023 Q2	$3.65M	Sell	22,657 -38	-0.2%	-$5.85K	0.65%	33
2023 Q1	$3.44M	Buy	22,695 +514	+2%	+$77.7K	0.75%	31
2022 Q4	$3.22M	Buy	22,181 +779	+4%	+$111K	0.69%	32
2022 Q3	$2.75M	Buy	21,402 +1,181	+6%	+$167K	0.77%	27
2022 Q2	$2.78M	Buy	20,221 +955	+5%	+$141K	0.75%	28
2022 Q1	$3M	Buy	19,266 +7,228	+60%	+$1.11M	0.77%	26
2021 Q4	$1.89M	Buy	12,038 +1,508	+14%	+$229K	0.97%	16
2021 Q3	$1.53M	Buy	10,530 +32	+0.3%	+$4.77K	0.87%	16
2021 Q2	$1.56M	Buy	10,498 +1,689	+19%	+$249K	0.92%	17
2021 Q1	$1.24M	Buy	8,809 +881	+11%	+$119K	0.81%	16
2020 Q4	$1.01M	Buy	+7,928	New	+$959K	0.71%	17

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wescott Financial Advisory Group's IVE Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares S&P 500 Value ETF (IVE) stake by 10% in Q1 2026, buying an estimated $939K and bringing the position to 45,666 shares worth $9.64M. The position accounts for 0.85% of the portfolio, ranked #25.

Wescott Financial Advisory Group first reported a position in IVE in Q4 2020 and has held it in 22 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Wescott Financial Advisory Group held 45,666 shares of iShares S&P 500 Value ETF worth $9.64M as of Q1 2026.
Wescott Financial Advisory Group bought 4,335 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $939K.
iShares S&P 500 Value ETF made up 0.85% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #25 holding.
Wescott Financial Advisory Group first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 22 quarters since.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.