Action Point Financial Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Action Point Financial Planning’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	$620K	Buy	+2,732	New	+$610K	0.06%	229

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Action Point Financial Planning's IVE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 2,732 shares worth $620K. The stake represents 0.06% of the portfolio and ranks #229 among its holdings.

1,760 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Action Point Financial Planning held 2,732 shares of iShares S&P 500 Value ETF worth $620K as of Q2 2026.
iShares S&P 500 Value ETF was a new Action Point Financial Planning position in Q2 2026.
iShares S&P 500 Value ETF made up 0.06% of Action Point Financial Planning's portfolio in Q2 2026, its #229 holding.
1,760 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.