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Advisor OS’s iShares S&P 500 Value ETF IVE Stock Holding History

Advisor OS’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 		$723K Sell
3,185
-57
-2% -$12.7K 0.05% 246
2026
Q1 		$684K Buy
+3,242
New +$702K 0.05% 240

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Advisor OS's IVE Position: Q2 2026 in Review

Advisor OS reduced its iShares S&P 500 Value ETF (IVE) stake by 1.8% in Q2 2026, selling an estimated $12.7K and leaving 3,185 shares worth $723K. The position accounts for 0.05% of the portfolio, ranked #246.

Advisor OS first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 1,383 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Advisor OS held 3,185 shares of iShares S&P 500 Value ETF worth $723K as of Q2 2026.
  • Advisor OS sold 57 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $12.7K.
  • iShares S&P 500 Value ETF made up 0.05% of Advisor OS's portfolio in Q2 2026, its #246 holding.
  • Advisor OS first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,383 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.