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

Apollon Financial’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 		$1.05M Buy
4,589
+2
+0% +$467 0.12% 140
2026
Q2 		$1.04M Buy
4,587
+1,351
+42% +$302K 0.12% 138
2026
Q1 		$683K Sell
3,236
-12
-0.4% -$2.6K 0.09% 157
2025
Q4 		$689K Buy
3,248
+1,100
+51% +$231K 0.1% 148
2025
Q3 		$444K Buy
2,148
+846
+65% +$170K 0.07% 168
2025
Q2 		$254K Hold
1,302
– – 0.05% 191
2025
Q1 		$248K Buy
+1,302
New +$252K 0.06% 184

Other funds holding IVE

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Apollon Financial's IVE Position: Q3 2026 in Review

Apollon Financial increased its iShares S&P 500 Value ETF (IVE) stake by 0.04% in Q3 2026, buying an estimated $467 and bringing the position to 4,589 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #140.

Apollon Financial first reported a position in IVE in Q1 2025 and has held it in 7 quarters since. 671 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Apollon Financial held 4,589 shares of iShares S&P 500 Value ETF worth $1.05M as of Q3 2026.
  • Apollon Financial bought 2 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $467.
  • iShares S&P 500 Value ETF made up 0.12% of Apollon Financial's portfolio in Q3 2026, its #140 holding.
  • Apollon Financial first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 7 quarters since.
  • 671 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Apollon Financial's 13F filing for Q3 2026, filed 23 Oct 2026.