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 Q3	$59.2M	Buy	259,301 +10,003	+4%	+$2.34M	9.18%	3
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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

West Wealth Group's IVE Position: Q3 2026 in Review

West Wealth Group increased its iShares S&P 500 Value ETF (IVE) stake by 4% in Q3 2026, buying an estimated $2.34M and bringing the position to 259,301 shares worth $59.2M. The position accounts for 9.18% of the portfolio, ranked #3.

West Wealth Group first reported a position in IVE in Q1 2024 and has held it in 11 quarters since. 384 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

West Wealth Group held 259,301 shares of iShares S&P 500 Value ETF worth $59.2M as of Q3 2026.
West Wealth Group bought 10,003 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $2.34M.
iShares S&P 500 Value ETF made up 9.18% of West Wealth Group's portfolio in Q3 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 11 quarters since.
384 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.