Advus Financial Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Advus Financial Partners’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	$8.05M	Buy	35,259 +4,238	+14%	+$990K	2.27%	8
2026 Q2	$7.04M	Buy	31,021 +2,725	+10%	+$609K	2.01%	11
2026 Q1	$5.97M	Buy	28,296 +2,367	+9%	+$513K	2.26%	12
2025 Q4	$5.5M	Buy	25,929 +884	+4%	+$185K	1.98%	13
2025 Q3	$5.17M	Buy	25,045 +3,969	+19%	+$797K	1.92%	13
2025 Q2	$4.12M	Buy	21,076 +5,077	+32%	+$946K	1.63%	15
2025 Q1	$3.05M	Buy	15,999 +2,283	+17%	+$442K	1.31%	18
2024 Q4	$2.62M	Buy	13,716 +5,502	+67%	+$1.09M	1.12%	21
2024 Q3	$1.62M	Buy	8,214 +2,760	+51%	+$524K	0.68%	27
2024 Q2	$993K	Buy	5,454 +1,578	+41%	+$287K	0.44%	30
2024 Q1	$724K	Buy	+3,876	New	+$689K	0.32%	37

Other funds holding IVE

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Advus Financial Partners's IVE Position: Q3 2026 in Review

Advus Financial Partners increased its iShares S&P 500 Value ETF (IVE) stake by 14% in Q3 2026, buying an estimated $990K and bringing the position to 35,259 shares worth $8.05M. The position accounts for 2.27% of the portfolio, ranked #8.

Advus Financial Partners first reported a position in IVE in Q1 2024 and has held it in 11 quarters since. 502 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Advus Financial Partners held 35,259 shares of iShares S&P 500 Value ETF worth $8.05M as of Q3 2026.
Advus Financial Partners bought 4,238 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $990K.
iShares S&P 500 Value ETF made up 2.27% of Advus Financial Partners's portfolio in Q3 2026, its #8 holding.
Advus Financial Partners first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 11 quarters since.
502 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.