Anderson Hoagland & Co’s iShares S&P 500 Value ETF IVE Stock Holding History

Anderson Hoagland & Co’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	$809K	Hold	3,565	–	–	0.06%	116
2026 Q1	$753K	Hold	3,565	–	–	0.06%	118
2025 Q4	$756K	Hold	3,565	–	–	0.07%	121
2025 Q3	$736K	Hold	3,565	–	–	0.07%	121
2025 Q2	$697K	Hold	3,565	–	–	0.07%	122
2025 Q1	$600K	Hold	3,565	–	–	0.07%	117
2024 Q4	$692K	Hold	3,565	–	–	0.07%	118
2024 Q3	$701K	Hold	3,565	–	–	0.07%	114
2024 Q2	$648K	Hold	3,565	–	–	0.07%	113
2024 Q1	$648K	Hold	3,565	–	–	0.07%	110
2023 Q4	$613K	Hold	3,565	–	–	0.08%	103
2023 Q3	$548K	Hold	3,565	–	–	0.07%	106
2023 Q2	$575K	Hold	3,565	–	–	0.07%	103
2023 Q1	$541K	Hold	3,565	–	–	0.08%	107
2022 Q4	$529K	Hold	3,565	–	–	0.08%	107
2022 Q3	$458K	Sell	3,565 -2	-0.1%	-$283	0.07%	105
2022 Q2	$497K	Hold	3,567	–	–	0.07%	101
2022 Q1	$555K	Hold	3,567	–	–	0.07%	97
2021 Q4	$542K	Sell	3,567 -1,440	-29%	-$219K	0.07%	98
2021 Q3	$728K	Hold	5,007	–	–	0.09%	98
2021 Q2	$739K	Buy	5,007 +2	+0%	+$295	0.09%	97
2021 Q1	$707K	Hold	5,005	–	–	0.1%	97
2020 Q4	$641K	Buy	+5,005	New	+$605K	0.1%	92

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

Anderson Hoagland & Co's IVE Position: Q2 2026 in Review

Anderson Hoagland & Co held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 3,565 shares worth $809K. The position accounts for 0.06% of the portfolio, ranked #116.

Anderson Hoagland & Co first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Anderson Hoagland & Co held 3,565 shares of iShares S&P 500 Value ETF worth $809K as of Q2 2026.
Anderson Hoagland & Co left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.06% of Anderson Hoagland & Co's portfolio in Q2 2026, its #116 holding.
Anderson Hoagland & Co first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.