STACKSTONE WEALTH, LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

STACKSTONE WEALTH, LLC’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	$5.55M	Buy	+24,294	New	+$5.67M	0.55%	48

Other funds holding IVE

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

HFBOT

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

EWA

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IVE Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 24,294 shares worth $5.55M. The stake represents 0.55% of the portfolio and ranks #48 among its holdings.

395 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

STACKSTONE WEALTH, LLC held 24,294 shares of iShares S&P 500 Value ETF worth $5.55M as of Q3 2026.
iShares S&P 500 Value ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares S&P 500 Value ETF made up 0.55% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #48 holding.
395 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.