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West Wealth Group’s iShares S&P 500 Value ETF IVE Stock Holding History

West Wealth 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
Q2 		$56.6M Buy
249,298
+4,011
+2% +$896K 9.26% 3
2026
Q1 		$51.8M Buy
245,287
+30,856
+14% +$6.68M 10.24% 2
2025
Q4 		$45.5M Buy
214,431
+10,544
+5% +$2.21M 9.43% 2
2025
Q3 		$42.1M Buy
203,887
+6,340
+3% +$1.27M 9.49% 2
2025
Q2 		$38.8M Sell
197,547
-6,569
-3% -$1.22M 9.66% 2
2025
Q1 		$38.8M Buy
204,116
+32,912
+19% +$6.37M 11.48% 2
2024
Q4 		$32.7M Buy
171,204
+11,152
+7% +$2.21M 9.75% 2
2024
Q3 		$31.6M Buy
160,052
+2,123
+1% +$403K 10.23% 2
2024
Q2 		$28.7M Buy
157,929
+2,645
+2% +$482K 10.16% 3
2024
Q1 		$29M Buy
+155,284
New +$27.6M 10.75% 3

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

West Wealth Group's IVE Position: Q2 2026 in Review

West Wealth Group increased its iShares S&P 500 Value ETF (IVE) stake by 1.6% in Q2 2026, buying an estimated $896K and bringing the position to 249,298 shares worth $56.6M. The position accounts for 9.26% of the portfolio, ranked #3.

West Wealth Group first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • West Wealth Group held 249,298 shares of iShares S&P 500 Value ETF worth $56.6M as of Q2 2026.
  • West Wealth Group bought 4,011 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $896K.
  • iShares S&P 500 Value ETF made up 9.26% of West Wealth Group's portfolio in Q2 2026, its #3 holding.
  • West Wealth Group first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.