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Wilian Securities’s iShares S&P 500 Value ETF IVE Stock Holding History

Wilian Securities’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 		$242K Buy
+1,067
New +$238K 0.14% 82
2026
Q1 		– Sell
-1,144
Closed -$243K – 75
2025
Q4 		$243K Buy
+1,144
New +$240K 0.26% 90

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

Wilian Securities's IVE Position: Q2 2026 in Review

Wilian Securities opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 1,067 shares worth $242K. The stake represents 0.14% of the portfolio and ranks #82 among its holdings. This is a return to the name: Wilian Securities previously reported a position in IVE as recently as Q4 2025.

Wilian Securities first reported a position in IVE in Q4 2025 and has held it in 2 quarters since. The position peaked at $243K in Q4 2025. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Wilian Securities held 1,067 shares of iShares S&P 500 Value ETF worth $242K as of Q2 2026.
  • iShares S&P 500 Value ETF was a new Wilian Securities position in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.14% of Wilian Securities's portfolio in Q2 2026, its #82 holding.
  • Wilian Securities first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Wilian Securities's iShares S&P 500 Value ETF position peaked at $243K in Q4 2025.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Wilian Securities's 13F filing for Q2 2026, filed 13 Jul 2026.