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Wolff Wiese Magana’s iShares S&P 500 Value ETF IVE Stock Holding History

Wolff Wiese Magana’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 		$14.5K Hold
64
– – 0.01% 426
2026
Q1 		$13.5K Hold
64
– – 0.01% 415
2025
Q4 		$13.6K Hold
64
– – 0.01% 379
2025
Q3 		$13.2K Buy
+64
New +$12.9K 0.01% 398

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wolff Wiese Magana's IVE Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 64 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #426.

Wolff Wiese Magana first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. 1,267 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Wolff Wiese Magana held 64 shares of iShares S&P 500 Value ETF worth $14.5K as of Q2 2026.
  • Wolff Wiese Magana left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #426 holding.
  • Wolff Wiese Magana first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,267 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.