Aufman Associates’s iShares S&P 500 Value ETF IVE Stock Holding History

Aufman Associates’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	$205K	Sell	897 -411	-31%	-$96K	0.08%	66
2026 Q2	$297K	Hold	1,308	–	–	0.12%	51
2026 Q1	$276K	Sell	1,308 -158	-11%	-$34.2K	0.14%	53
2025 Q4	$311K	Hold	1,466	–	–	0.16%	46
2025 Q3	$303K	Hold	1,466	–	–	0.17%	47
2025 Q2	$286K	Hold	1,466	–	–	0.18%	46
2025 Q1	$279K	Hold	1,466	–	–	0.19%	43
2024 Q4	$280K	Hold	1,466	–	–	0.19%	44
2024 Q3	$289K	Buy	+1,466	New	+$278K	0.19%	47

Other funds holding IVE

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Aufman Associates's IVE Position: Q3 2026 in Review

Aufman Associates reduced its iShares S&P 500 Value ETF (IVE) stake by 31% in Q3 2026, selling an estimated $96K and leaving 897 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #66.

Aufman Associates first reported a position in IVE in Q3 2024 and has held it in 9 quarters since. The position peaked at $311K in Q4 2025. 985 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Aufman Associates held 897 shares of iShares S&P 500 Value ETF worth $205K as of Q3 2026.
Aufman Associates sold 411 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $96K.
iShares S&P 500 Value ETF made up 0.08% of Aufman Associates's portfolio in Q3 2026, its #66 holding.
Aufman Associates first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 9 quarters since.
Aufman Associates's iShares S&P 500 Value ETF position peaked at $311K in Q4 2025.
985 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.