World Equity Group’s iShares S&P 500 Value ETF IVE Stock Holding History

World Equity 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 Q3	$472K	Sell	2,069 -2,690	-57%	-$628K	0.2%	117
2026 Q2	$1.08M	Sell	4,759 -1,364	-22%	-$305K	0.24%	90
2026 Q1	$1.29M	Sell	6,123 -676	-10%	-$146K	0.33%	64
2025 Q4	$1.44M	Sell	6,799 -89	-1%	-$18.7K	0.4%	50
2025 Q3	$1.42M	Buy	6,888 +1,826	+36%	+$367K	0.32%	67
2025 Q2	$990K	Sell	5,062 -1,547	-23%	-$288K	0.27%	82
2025 Q1	$1.26M	Buy	6,609 +3,228	+95%	+$625K	0.36%	64
2024 Q4	$646K	Buy	3,381 +1,372	+68%	+$272K	0.14%	156
2024 Q3	$396K	Buy	2,009 +555	+38%	+$105K	0.14%	147
2024 Q2	$265K	Sell	1,454 -1,362	-48%	-$248K	0.08%	221
2024 Q1	$526K	Buy	+2,816	New	+$501K	0.11%	178
2023 Q1	–	Sell	-2,833	Closed	-$411K	–	548
2022 Q4	$411K	Sell	2,833 -466	-14%	-$66.5K	0.1%	208
2022 Q3	$424K	Buy	3,299 +108	+3%	+$15.3K	0.11%	186
2022 Q2	$439K	Buy	3,191 +669	+27%	+$98.7K	0.11%	204
2022 Q1	$393K	Buy	+2,522	New	+$388K	0.08%	247

Other funds holding IVE

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

World Equity Group's IVE Position: Q3 2026 in Review

World Equity Group reduced its iShares S&P 500 Value ETF (IVE) stake by 57% in Q3 2026, selling an estimated $628K and leaving 2,069 shares worth $472K. The position accounts for 0.2% of the portfolio, ranked #117.

World Equity Group first reported a position in IVE in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q4 2025. 474 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

World Equity Group held 2,069 shares of iShares S&P 500 Value ETF worth $472K as of Q3 2026.
World Equity Group sold 2,690 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $628K.
iShares S&P 500 Value ETF made up 0.2% of World Equity Group's portfolio in Q3 2026, its #117 holding.
World Equity Group first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 15 quarters since.
World Equity Group's iShares S&P 500 Value ETF position peaked at $1.44M in Q4 2025.
474 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.