Advyzon Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Advyzon Investment Management’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	$7.96M	Sell	35,059 -18,733	-35%	-$4.18M	0.58%	38
2026 Q1	$11.4M	Buy	53,792 +9,848	+22%	+$2.13M	1.02%	16
2025 Q4	$9.32M	Buy	43,944 +40,586	+1,209%	+$8.51M	1.08%	15
2025 Q3	$693K	Buy	3,358 +1,832	+120%	+$368K	0.12%	170
2025 Q2	$298K	Buy	1,526 +394	+35%	+$73.4K	0.07%	282
2025 Q1	$216K	Sell	1,132 -11	-1%	-$2.13K	0.08%	237
2024 Q4	$218K	Buy	+1,143	New	+$227K	0.08%	215

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

Advyzon Investment Management's IVE Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares S&P 500 Value ETF (IVE) stake by 35% in Q2 2026, selling an estimated $4.18M and leaving 35,059 shares worth $7.96M. The position accounts for 0.58% of the portfolio, ranked #38.

Advyzon Investment Management first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4M in Q1 2026. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Advyzon Investment Management held 35,059 shares of iShares S&P 500 Value ETF worth $7.96M as of Q2 2026.
Advyzon Investment Management sold 18,733 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $4.18M.
iShares S&P 500 Value ETF made up 0.58% of Advyzon Investment Management's portfolio in Q2 2026, its #38 holding.
Advyzon Investment Management first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's iShares S&P 500 Value ETF position peaked at $11.4M in Q1 2026.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.