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Advisory Solutions Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Advisory Solutions Group’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 		$381K Sell
1,668
-562
-25% -$131K 0.08% 196
2026
Q2 		$506K Buy
+2,230
New +$498K 0.17% 116

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Advisory Solutions Group's IVE Position: Q3 2026 in Review

Advisory Solutions Group reduced its iShares S&P 500 Value ETF (IVE) stake by 25% in Q3 2026, selling an estimated $131K and leaving 1,668 shares worth $381K. The position accounts for 0.08% of the portfolio, ranked #196.

Advisory Solutions Group first reported a position in IVE in Q2 2026 and has held it in 2 quarters since. The position peaked at $506K in Q2 2026. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Advisory Solutions Group held 1,668 shares of iShares S&P 500 Value ETF worth $381K as of Q3 2026.
  • Advisory Solutions Group sold 562 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $131K.
  • iShares S&P 500 Value ETF made up 0.08% of Advisory Solutions Group's portfolio in Q3 2026, its #196 holding.
  • Advisory Solutions Group first reported a position in iShares S&P 500 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's iShares S&P 500 Value ETF position peaked at $506K in Q2 2026.
  • 1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.