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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
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

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

World Equity Group's IVE Position: Q2 2026 in Review

World Equity Group reduced its iShares S&P 500 Value ETF (IVE) stake by 22% in Q2 2026, selling an estimated $305K and leaving 4,759 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #90.

World Equity Group first reported a position in IVE in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.44M in Q4 2025. 423 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • World Equity Group held 4,759 shares of iShares S&P 500 Value ETF worth $1.08M as of Q2 2026.
  • World Equity Group sold 1,364 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $305K.
  • iShares S&P 500 Value ETF made up 0.24% of World Equity Group's portfolio in Q2 2026, its #90 holding.
  • World Equity Group first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 14 quarters since.
  • World Equity Group's iShares S&P 500 Value ETF position peaked at $1.44M in Q4 2025.
  • 423 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.