Wimmer Associates 1’s iShares S&P 500 Value ETF IVE Stock Holding History

Wimmer Associates 1’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	$348K	Hold	1,650	–	–	0.17%	87
2025 Q4	$350K	Hold	1,650	–	–	0.16%	88
2025 Q3	$341K	Hold	1,650	–	–	0.16%	88
2025 Q2	$322K	Hold	1,650	–	–	0.16%	90
2025 Q1	$313K	Hold	1,650	–	–	0.17%	90
2024 Q4	$315K	Hold	1,650	–	–	0.16%	94
2024 Q3	$325K	Hold	1,650	–	–	0.16%	95
2024 Q2	$300K	Hold	1,650	–	–	0.15%	96
2024 Q1	$308K	Hold	1,650	–	–	0.16%	94
2023 Q4	$287K	Hold	1,650	–	–	0.16%	95
2023 Q3	$254K	Hold	1,650	–	–	0.16%	97
2023 Q2	$266K	Hold	1,650	–	–	0.16%	99
2023 Q1	$250K	Hold	1,650	–	–	0.16%	101
2022 Q4	$239K	Hold	1,650	–	–	0.16%	103
2022 Q3	$236K	Hold	1,650	–	–	0.16%	101
2022 Q2	$227K	Hold	1,650	–	–	0.15%	104
2022 Q1	$257K	Hold	1,650	–	–	0.14%	105
2021 Q4	$258K	Hold	1,650	–	–	0.14%	107
2021 Q3	$240K	Hold	1,650	–	–	0.14%	111
2021 Q2	$244K	Hold	1,650	–	–	0.14%	109
2021 Q1	$233K	Hold	1,650	–	–	0.13%	105
2020 Q4	$211K	Buy	+1,650	New	+$200K	0.13%	110
2020 Q1	–	Sell	-1,650	Closed	-$215K	–	99
2019 Q4	$215K	Buy	+1,650	New	+$205K	0.17%	103

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wimmer Associates 1's IVE Position: Q1 2026 in Review

Wimmer Associates 1 held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 1,650 shares worth $348K. The position accounts for 0.17% of the portfolio, ranked #87.

Wimmer Associates 1 first reported a position in IVE in Q4 2019 and has held it in 23 quarters since. The position peaked at $350K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Wimmer Associates 1 held 1,650 shares of iShares S&P 500 Value ETF worth $348K as of Q1 2026.
Wimmer Associates 1 left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.17% of Wimmer Associates 1's portfolio in Q1 2026, its #87 holding.
Wimmer Associates 1 first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 23 quarters since.
Wimmer Associates 1's iShares S&P 500 Value ETF position peaked at $350K in Q4 2025.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.