Westside Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Westside Investment Management’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	$23.8K	Buy	105 +30	+40%	+$6.7K	﹤0.01%	860
2026 Q1	$15.8K	Buy	75 +25	+50%	+$5.41K	﹤0.01%	977
2025 Q4	$10.6K	Hold	50	–	–	﹤0.01%	1061
2025 Q3	$10.3K	Hold	50	–	–	﹤0.01%	1085
2025 Q2	$9.77K	Hold	50	–	–	﹤0.01%	946
2025 Q1	$9.53K	Buy	+50	New	+$9.68K	﹤0.01%	692
2021 Q4	–	Sell	-107	Closed	-$15	–	781
2021 Q3	$15	Hold	107	–	–	﹤0.01%	525
2021 Q2	$15	Hold	107	–	–	﹤0.01%	523
2021 Q1	$15	Buy	+107	New	+$14.4K	﹤0.01%	502
2019 Q2	$84K	Buy	+721	New	+$82.6K	0.03%	240
2018 Q4	$72.9K	Buy	+721	New	+$78.9K	0.03%	249
2018 Q3	–	Sell	-721	Closed	-$79.3K	–	774
2018 Q2	$79.3K	Hold	721	–	–	0.03%	250
2018 Q1	$77.2K	Hold	721	–	–	0.04%	241
2017 Q4	$84K	Hold	721	–	–	0.05%	234
2017 Q3	$78.4K	Hold	721	–	–	0.05%	225
2017 Q2	$75.6K	Hold	721	–	–	0.05%	222
2017 Q1	$74.6K	Buy	+721	New	+$74.9K	0.04%	222

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

Westside Investment Management's IVE Position: Q2 2026 in Review

Westside Investment Management increased its iShares S&P 500 Value ETF (IVE) stake by 40% in Q2 2026, buying an estimated $6.7K and bringing the position to 105 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Westside Investment Management first reported a position in IVE in Q1 2017 and has held it in 17 quarters since. The position peaked at $84K in Q2 2019. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Westside Investment Management held 105 shares of iShares S&P 500 Value ETF worth $23.8K as of Q2 2026.
Westside Investment Management bought 30 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $6.7K.
iShares S&P 500 Value ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #860 holding.
Westside Investment Management first reported a position in iShares S&P 500 Value ETF in Q1 2017 and has held it in 17 quarters since.
Westside Investment Management's iShares S&P 500 Value ETF position peaked at $84K in Q2 2019.
1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.