Arkos Global Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Arkos Global Advisors’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	$334K	Buy	1,471 +6	+0.4%	+$1.34K	0.04%	93
2026 Q1	$309K	Sell	1,465 -186	-11%	-$40.3K	0.04%	99
2025 Q4	$350K	Hold	1,651	–	–	0.04%	91
2025 Q3	$341K	Hold	1,651	–	–	0.04%	117
2025 Q2	$323K	Sell	1,651 -18	-1%	-$3.35K	0.04%	98
2025 Q1	$318K	Hold	1,669	–	–	0.05%	97
2024 Q4	$319K	Hold	1,669	–	–	0.05%	94
2024 Q3	$329K	Sell	1,669 -61	-4%	-$11.6K	0.05%	94
2024 Q2	$315K	Hold	1,730	–	–	0.05%	96
2024 Q1	$323K	Buy	+1,730	New	+$308K	0.05%	106

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

Arkos Global Advisors's IVE Position: Q2 2026 in Review

Arkos Global Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.41% in Q2 2026, buying an estimated $1.34K and bringing the position to 1,471 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #93.

Arkos Global Advisors first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $350K in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Arkos Global Advisors held 1,471 shares of iShares S&P 500 Value ETF worth $334K as of Q2 2026.
Arkos Global Advisors bought 6 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.34K.
iShares S&P 500 Value ETF made up 0.04% of Arkos Global Advisors's portfolio in Q2 2026, its #93 holding.
Arkos Global Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
Arkos Global Advisors's iShares S&P 500 Value ETF position peaked at $350K in Q4 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.