BCU Wealth Advisors
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BCU Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

BCU Wealth 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
Q3 		$3.48M Sell
15,228
-151
-1% -$35.3K 1.12% 11
2026
Q2 		$3.49M Sell
15,379
-2,974
-16% -$664K 1.16% 12
2026
Q1 		$3.88M Sell
18,353
-1,069
-6% -$231K 1.44% 10
2025
Q4 		$4.12M Buy
19,422
+5,765
+42% +$1.21M 1.58% 9
2025
Q3 		$2.82M Buy
13,657
+1,778
+15% +$357K 1.14% 14
2025
Q2 		$2.32M Buy
11,879
+3,840
+48% +$715K 1.04% 14
2025
Q1 		$1.53M Buy
8,039
+1,312
+20% +$254K 0.8% 16
2024
Q4 		$1.28M Buy
6,727
+404
+6% +$80.1K 0.73% 16
2024
Q3 		$1.25M Buy
6,323
+644
+11% +$122K 0.74% 18
2024
Q2 		$1.03M Buy
5,679
+537
+10% +$97.8K 0.76% 17
2024
Q1 		$961K Buy
+5,142
New +$914K 0.82% 16

Other funds holding IVE

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
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BCU Wealth Advisors's IVE Position: Q3 2026 in Review

BCU Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 0.98% in Q3 2026, selling an estimated $35.3K and leaving 15,228 shares worth $3.48M. The position accounts for 1.12% of the portfolio, ranked #11.

BCU Wealth Advisors first reported a position in IVE in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.12M in Q4 2025. 467 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • BCU Wealth Advisors held 15,228 shares of iShares S&P 500 Value ETF worth $3.48M as of Q3 2026.
  • BCU Wealth Advisors sold 151 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $35.3K.
  • iShares S&P 500 Value ETF made up 1.12% of BCU Wealth Advisors's portfolio in Q3 2026, its #11 holding.
  • BCU Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 11 quarters since.
  • BCU Wealth Advisors's iShares S&P 500 Value ETF position peaked at $4.12M in Q4 2025.
  • 467 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.