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BOLTON SECURITIES CORPORATION’s iShares S&P 500 Value ETF IVE Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.31M Buy
+6,221
New +$1.35M 0.06% 322
2025
Q3 		$1.43M Buy
+6,947
New +$1.4M 0.07% 308
2025
Q1 		$1.08M Buy
+5,677
New +$1.1M 0.06% 322

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IVE Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 6,221 shares worth $1.31M. The stake represents 0.06% of the portfolio and ranks #322 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IVE as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IVE in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q3 2025. 1,729 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 6,221 shares of iShares S&P 500 Value ETF worth $1.31M as of Q1 2026.
  • iShares S&P 500 Value ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #322 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares S&P 500 Value ETF position peaked at $1.43M in Q3 2025.
  • 1,729 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.