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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
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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Wealth Group's IVE Position: Q1 2026 in Review

West Wealth Group increased its iShares S&P 500 Value ETF (IVE) stake by 14% in Q1 2026, buying an estimated $6.68M and bringing the position to 245,287 shares worth $51.8M. The position accounts for 10.24% of the portfolio, ranked #2.

West Wealth Group first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • West Wealth Group held 245,287 shares of iShares S&P 500 Value ETF worth $51.8M as of Q1 2026.
  • West Wealth Group bought 30,856 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $6.68M.
  • iShares S&P 500 Value ETF made up 10.24% of West Wealth Group's portfolio in Q1 2026, its #2 holding.
  • West Wealth Group first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.