Superior Planning, LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

Superior Planning, 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	$7.09M	Buy	+31,057	New	+$7.25M	2.95%	4

Other funds holding IVE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Superior Planning, LLC's IVE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 31,057 shares worth $7.09M. The stake represents 2.95% of the portfolio and ranks #4 among its holdings.

1,383 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Superior Planning, LLC held 31,057 shares of iShares S&P 500 Value ETF worth $7.09M as of Q3 2026.
iShares S&P 500 Value ETF was a new Superior Planning, LLC position in Q3 2026.
iShares S&P 500 Value ETF made up 2.95% of Superior Planning, LLC's portfolio in Q3 2026, its #4 holding.
1,383 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.