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Woodard & Company Asset Management Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Woodard & Company Asset Management 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
Q1 		$75.8K Hold
359
– – 0.01% 130
2025
Q4 		$76.1K Hold
359
– – 0.01% 128
2025
Q3 		$74.1K Hold
359
– – 0.01% 120
2025
Q2 		$70.2K Buy
+359
New +$66.9K 0.01% 112
2018
Q4 		– Sell
-111
Closed -$13K – 122
2018
Q3 		$13K Buy
+111
New +$12.7K 0.01% 145

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Woodard & Company Asset Management Group's IVE Position: Q1 2026 in Review

Woodard & Company Asset Management Group held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 359 shares worth $75.8K. The position accounts for 0.01% of the portfolio, ranked #130.

Woodard & Company Asset Management Group first reported a position in IVE in Q3 2018 and has held it in 5 quarters since. The position peaked at $76.1K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Woodard & Company Asset Management Group held 359 shares of iShares S&P 500 Value ETF worth $75.8K as of Q1 2026.
  • Woodard & Company Asset Management Group left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.01% of Woodard & Company Asset Management Group's portfolio in Q1 2026, its #130 holding.
  • Woodard & Company Asset Management Group first reported a position in iShares S&P 500 Value ETF in Q3 2018 and has held it in 5 quarters since.
  • Woodard & Company Asset Management Group's iShares S&P 500 Value ETF position peaked at $76.1K in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.