Advisornet Financial’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.67M | Sell |
7,356
-923
| -11% | -$206K | 0.08% | 200 |
|
|
2026
Q1 | $1.75M | Sell |
8,279
-196
| -2% | -$42.4K | 0.09% | 186 |
|
|
2025
Q4 | $1.8M | Buy |
8,475
+320
| +4% | +$67.1K | 0.1% | 186 |
|
|
2025
Q3 | $1.68M | Sell |
8,155
-159
| -2% | -$31.9K | 0.1% | 185 |
|
|
2025
Q2 | $1.62M | Buy |
8,314
+118
| +1% | +$22K | 0.1% | 187 |
|
|
2025
Q1 | $1.56M | Buy |
8,196
+810
| +11% | +$157K | 0.12% | 186 |
|
|
2024
Q4 | $1.41M | Sell |
7,386
-13,005
| -64% | -$2.58M | 0.12% | 168 |
|
|
2024
Q3 | $4.02M | Sell |
20,391
-2,129
| -9% | -$404K | 0.3% | 78 |
|
|
2024
Q2 | $4.1M | Sell |
22,520
-7,042
| -24% | -$1.28M | 0.37% | 65 |
|
|
2024
Q1 | $5.52M | Buy |
29,562
+7,451
| +34% | +$1.32M | 0.53% | 35 |
|
|
2023
Q4 | $3.84M | Sell |
22,111
-15,464
| -41% | -$2.49M | 0.35% | 64 |
|
|
2023
Q3 | $5.78M | Sell |
37,575
-8,259
| -18% | -$1.33M | 0.52% | 41 |
|
|
2023
Q2 | $7.39M | Buy |
45,834
+5
| +0% | +$769 | 0.63% | 34 |
|
|
2023
Q1 | $6.95M | Buy |
45,829
+33
| +0.1% | +$4.99K | 0.64% | 35 |
|
|
2022
Q4 | $6.64M | Buy |
45,796
+1,481
| +3% | +$211K | 0.65% | 34 |
|
|
2022
Q3 | $5.7M | Buy |
44,315
+388
| +0.9% | +$55K | 0.57% | 38 |
|
|
2022
Q2 | $6.04M | Buy |
43,927
+304
| +0.7% | +$44.9K | 0.59% | 34 |
|
|
2022
Q1 | $6.79M | Buy |
43,623
+3,437
| +9% | +$529K | 0.42% | 51 |
|
|
2021
Q4 | $6.29M | Buy |
40,186
+3,040
| +8% | +$462K | 0.39% | 59 |
|
|
2021
Q3 | $5.4M | Buy |
37,146
+827
| +2% | +$123K | 0.38% | 61 |
|
|
2021
Q2 | $5.36M | Buy |
36,319
+642
| +2% | +$94.6K | 0.36% | 66 |
|
|
2021
Q1 | $5.04M | Sell |
35,677
-241
| -0.7% | -$32.4K | 0.36% | 66 |
|
|
2020
Q4 | $4.6M | Sell |
35,918
-10,026
| -22% | -$1.21M | 0.37% | 57 |
|
|
2020
Q3 | $5.17M | Buy |
45,944
+983
| +2% | +$111K | 0.44% | 44 |
|
|
2020
Q2 | $4.87M | Sell |
44,961
-10,988
| -20% | -$1.17M | 0.39% | 57 |
|
|
2020
Q1 | $5.38M | Buy |
55,949
+5,350
| +11% | +$637K | 0.5% | 49 |
|
|
2019
Q4 | $6.58M | Buy |
50,599
+3,515
| +7% | +$437K | 0.56% | 36 |
|
|
2019
Q3 | $5.61M | Buy |
47,084
+6,169
| +15% | +$724K | 0.52% | 37 |
|
|
2019
Q2 | $4.77M | Buy |
40,915
+9,162
| +29% | +$1.05M | 0.53% | 38 |
|
|
2019
Q1 | $3.58M | Buy |
31,753
+8,083
| +34% | +$888K | 0.44% | 46 |
|
|
2018
Q4 | $2.39M | Buy |
23,670
+7,921
| +50% | +$867K | 0.33% | 66 |
|
|
2018
Q3 | $1.82M | Buy |
15,749
+15,322
| +3,588% | +$1.76M | 0.23% | 97 |
|
|
2018
Q2 | $47K | Buy |
427
+54
| +14% | +$5.98K | 0.01% | 722 |
|
|
2018
Q1 | $41K | Sell |
373
-478
| -56% | -$54.6K | 0.01% | 743 |
|
|
2017
Q4 | $97K | Buy |
+851
| New | +$94.3K | 0.01% | 489 |
|
Other funds holding IVE
Advisornet Financial's IVE Position: Q2 2026 in Review
Advisornet Financial reduced its iShares S&P 500 Value ETF (IVE) stake by 11% in Q2 2026, selling an estimated $206K and leaving 7,356 shares worth $1.67M. The position accounts for 0.08% of the portfolio, ranked #200.
Advisornet Financial first reported a position in IVE in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.39M in Q2 2023. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Advisornet Financial held 7,356 shares of iShares S&P 500 Value ETF worth $1.67M as of Q2 2026.
- Advisornet Financial sold 923 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $206K.
- iShares S&P 500 Value ETF made up 0.08% of Advisornet Financial's portfolio in Q2 2026, its #200 holding.
- Advisornet Financial first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's iShares S&P 500 Value ETF position peaked at $7.39M in Q2 2023.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.