Wiser Advisor Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Wiser Advisor 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 Q2	$201K	Buy	886 +3	+0.3%	+$670	0.22%	52
2026 Q1	$186K	Sell	883 -126	-12%	-$27.3K	0.23%	54
2025 Q4	$214K	Hold	1,009	–	–	0.24%	54
2025 Q3	$208K	Buy	+1,009	New	+$203K	0.26%	53
2025 Q2	–	Sell	-1,001	Closed	-$191K	–	146
2025 Q1	$191K	Buy	1,001 +4	+0.4%	+$774	0.28%	49
2024 Q4	$190K	Buy	997 +5	+0.5%	+$992	0.28%	49
2024 Q3	$196K	Buy	992 +5	+0.5%	+$950	0.29%	51
2024 Q2	$180K	Buy	987 +196	+25%	+$35.7K	0.28%	51
2024 Q1	$148K	Buy	791 +770	+3,667%	+$137K	0.23%	56
2023 Q4	$3.7K	Buy	+21	New	+$3.38K	0.01%	237

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

Wiser Advisor Group's IVE Position: Q2 2026 in Review

Wiser Advisor Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.34% in Q2 2026, buying an estimated $670 and bringing the position to 886 shares worth $201K. The position accounts for 0.22% of the portfolio, ranked #52.

Wiser Advisor Group first reported a position in IVE in Q4 2023 and has held it in 10 quarters since. The position peaked at $214K in Q4 2025. 1,765 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Wiser Advisor Group held 886 shares of iShares S&P 500 Value ETF worth $201K as of Q2 2026.
Wiser Advisor Group bought 3 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $670.
iShares S&P 500 Value ETF made up 0.22% of Wiser Advisor Group's portfolio in Q2 2026, its #52 holding.
Wiser Advisor Group first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's iShares S&P 500 Value ETF position peaked at $214K in Q4 2025.
1,765 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.