Armis Advisers’s iShares S&P 500 Value ETF IVE Stock Holding History

Armis Advisers’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	$945K	Sell	4,039 -270	-6%	-$63.1K	0.08%	172
2026 Q2	$995K	Sell	4,309 -45	-1%	-$10.1K	0.09%	167
2026 Q1	$978K	Sell	4,354 -920	-17%	-$199K	0.09%	157
2025 Q4	$1.1M	Sell	5,274 -1,897	-26%	-$398K	0.12%	131
2025 Q3	$1.49M	Sell	7,171 -1,024	-12%	-$206K	0.14%	106
2025 Q2	$1.61M	Buy	8,195 +2,808	+52%	+$523K	0.13%	132
2025 Q1	$1.03M	Sell	5,387 -1,324	-20%	-$256K	0.1%	165
2024 Q4	$1.28M	Buy	+6,711	New	+$1.33M	0.16%	105

Other funds holding IVE

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Armis Advisers's IVE Position: Q3 2026 in Review

Armis Advisers reduced its iShares S&P 500 Value ETF (IVE) stake by 6.3% in Q3 2026, selling an estimated $63.1K and leaving 4,039 shares worth $945K. The position accounts for 0.08% of the portfolio, ranked #172.

Armis Advisers first reported a position in IVE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q2 2025. 456 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Armis Advisers held 4,039 shares of iShares S&P 500 Value ETF worth $945K as of Q3 2026.
Armis Advisers sold 270 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $63.1K.
iShares S&P 500 Value ETF made up 0.08% of Armis Advisers's portfolio in Q3 2026, its #172 holding.
Armis Advisers first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
Armis Advisers's iShares S&P 500 Value ETF position peaked at $1.61M in Q2 2025.
456 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.