West Branch Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

West Branch 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	$308K	Hold	1,355	–	–	0.07%	69
2026 Q1	$286K	Hold	1,355	–	–	0.08%	69
2025 Q4	$287K	Hold	1,355	–	–	0.07%	70
2025 Q3	$280K	Hold	1,355	–	–	0.07%	75
2025 Q2	$265K	Hold	1,355	–	–	0.08%	75
2025 Q1	$258K	Hold	1,355	–	–	0.09%	72
2024 Q4	$259K	Hold	1,355	–	–	0.08%	77
2024 Q3	$267K	Hold	1,355	–	–	0.09%	75
2024 Q2	$247K	Hold	1,355	–	–	0.09%	74
2024 Q1	$253K	Hold	1,355	–	–	0.1%	72
2023 Q4	$236K	Hold	1,355	–	–	0.11%	67
2023 Q3	$208K	Hold	1,355	–	–	0.11%	75
2023 Q2	$218K	Hold	1,355	–	–	0.11%	76
2023 Q1	$206K	Hold	1,355	–	–	0.11%	75
2022 Q4	$197K	Sell	1,355 -100	-7%	-$14.3K	0.12%	76
2022 Q3	$187K	Buy	1,455 +100	+7%	+$14.2K	0.12%	78
2022 Q2	$186K	Hold	1,355	–	–	0.11%	82
2022 Q1	$211K	Hold	1,355	–	–	0.1%	81
2021 Q4	$212K	Hold	1,355	–	–	0.09%	84
2021 Q3	$197K	Hold	1,355	–	–	0.09%	85
2021 Q2	$200K	Buy	+1,355	New	+$200K	0.1%	87

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

West Branch Capital's IVE Position: Q2 2026 in Review

West Branch Capital held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,355 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #69.

West Branch Capital first reported a position in IVE in Q2 2021 and has held it in 21 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

West Branch Capital held 1,355 shares of iShares S&P 500 Value ETF worth $308K as of Q2 2026.
West Branch Capital left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.07% of West Branch Capital's portfolio in Q2 2026, its #69 holding.
West Branch Capital first reported a position in iShares S&P 500 Value ETF in Q2 2021 and has held it in 21 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.