Ameritas Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Ameritas Advisory Services’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	$5.42M	Buy	23,853 +21,828	+1,078%	+$4.88M	0.11%	193
2026 Q1	$428K	Sell	2,025 -991	-33%	-$215K	0.02%	633
2025 Q4	$640K	Sell	3,016 -7,808	-72%	-$1.64M	0.02%	482
2025 Q3	$2.24M	Buy	10,824 +1,320	+14%	+$265K	0.15%	134
2025 Q2	$1.86M	Sell	9,504 -8,913	-48%	-$1.66M	0.1%	206
2025 Q1	$3.51M	Sell	18,417 -3,850	-17%	-$745K	0.14%	149
2024 Q4	$4.25M	Buy	22,267 +6,552	+42%	+$1.3M	0.15%	136
2024 Q3	$3.1M	Sell	15,715 -5,643	-26%	-$1.07M	0.13%	162
2024 Q2	$3.89M	Buy	21,358 +1,058	+5%	+$193K	0.15%	143
2024 Q1	$3.71M	Buy	20,300 +2,403	+13%	+$427K	0.15%	136
2023 Q4	$3.14M	Sell	17,897 -4,804	-21%	-$772K	0.17%	121
2023 Q3	$3.49M	Buy	22,701 +12,774	+129%	+$2.06M	0.17%	115
2023 Q2	$1.59M	Sell	9,927 -10,952	-52%	-$1.69M	0.2%	110
2023 Q1	$3.18M	Sell	20,879 -2,086	-9%	-$315K	0.16%	123
2022 Q4	$3.33M	Buy	22,965 +1,169	+5%	+$167K	0.15%	137
2022 Q3	$2.8M	Buy	21,796 +2,233	+11%	+$316K	0.17%	126
2022 Q2	$2.69M	Buy	19,563 +1,315	+7%	+$194K	0.16%	138
2022 Q1	$2.84M	Buy	18,248 +4,990	+38%	+$768K	0.1%	158
2021 Q4	$2.08M	Buy	+13,258	New	+$2.02M	0.08%	211

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

Ameritas Advisory Services's IVE Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares S&P 500 Value ETF (IVE) stake by 1,078% in Q2 2026, buying an estimated $4.88M and bringing the position to 23,853 shares worth $5.42M. The position accounts for 0.11% of the portfolio, ranked #193.

Ameritas Advisory Services first reported a position in IVE in Q4 2021 and has held it in 19 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Ameritas Advisory Services held 23,853 shares of iShares S&P 500 Value ETF worth $5.42M as of Q2 2026.
Ameritas Advisory Services bought 21,828 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $4.88M.
iShares S&P 500 Value ETF made up 0.11% of Ameritas Advisory Services's portfolio in Q2 2026, its #193 holding.
Ameritas Advisory Services first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.