ACS
IVE icon

Archford Capital Strategies’s iShares S&P 500 Value ETF IVE Stock Holding History

Archford Capital Strategies’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 		$318K Hold
1,399
– – 0.03% 299
2026
Q1 		$295K Hold
1,399
– – 0.03% 286
2025
Q4 		$297K Hold
1,399
– – 0.03% 278
2025
Q3 		$289K Buy
1,399
+15
+1% +$3.01K 0.03% 276
2025
Q2 		$270K Hold
1,384
– – 0.03% 279
2025
Q1 		$264K Buy
+1,384
New +$268K 0.04% 261

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Archford Capital Strategies's IVE Position: Q2 2026 in Review

Archford Capital Strategies held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,399 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #299.

Archford Capital Strategies first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Archford Capital Strategies held 1,399 shares of iShares S&P 500 Value ETF worth $318K as of Q2 2026.
  • Archford Capital Strategies left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.03% of Archford Capital Strategies's portfolio in Q2 2026, its #299 holding.
  • Archford Capital Strategies first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.