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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
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

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
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

BCU Wealth Advisors's IVE Position: Q2 2026 in Review

BCU Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 16% in Q2 2026, selling an estimated $664K and leaving 15,379 shares worth $3.49M. The position accounts for 1.16% of the portfolio, ranked #12.

BCU Wealth Advisors first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.12M in Q4 2025. 378 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • BCU Wealth Advisors held 15,379 shares of iShares S&P 500 Value ETF worth $3.49M as of Q2 2026.
  • BCU Wealth Advisors sold 2,974 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $664K.
  • iShares S&P 500 Value ETF made up 1.16% of BCU Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • BCU Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • BCU Wealth Advisors's iShares S&P 500 Value ETF position peaked at $4.12M in Q4 2025.
  • 378 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.