Beacon Financial Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Beacon Financial Planning’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 Q1	$361K	Buy	1,708 +250	+17%	+$54.1K	0.14%	60
2025 Q4	$309K	Buy	1,458 +7	+0.5%	+$1.47K	0.15%	46
2025 Q3	$300K	Buy	1,451 +6	+0.4%	+$1.21K	0.16%	47
2025 Q2	$282K	Buy	1,445 +6	+0.4%	+$1.12K	0.16%	45
2025 Q1	$274K	Buy	1,439 +6	+0.4%	+$1.16K	0.16%	46
2024 Q4	$274K	Buy	1,433 +8	+0.6%	+$1.59K	0.16%	43
2024 Q3	$281K	Buy	1,425 +8	+0.6%	+$1.52K	0.17%	41
2024 Q2	$258K	Buy	1,417 +6	+0.4%	+$1.09K	0.18%	35
2024 Q1	$264K	Buy	1,411 +7	+0.5%	+$1.24K	0.18%	32
2023 Q4	$244K	Buy	1,404 +14	+1%	+$2.25K	0.19%	32
2023 Q3	$214K	Hold	1,390	–	–	0.18%	31
2023 Q2	$224K	Buy	1,390 +5	+0.4%	+$769	0.19%	27
2023 Q1	$210K	Buy	1,385 +6	+0.4%	+$907	0.2%	25
2022 Q4	$200K	Buy	+1,379	New	+$197K	0.21%	22

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Financial Planning's IVE Position: Q1 2026 in Review

Beacon Financial Planning increased its iShares S&P 500 Value ETF (IVE) stake by 17% in Q1 2026, buying an estimated $54.1K and bringing the position to 1,708 shares worth $361K. The position accounts for 0.14% of the portfolio, ranked #60.

Beacon Financial Planning first reported a position in IVE in Q4 2022 and has held it in 14 quarters since. 1,709 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Beacon Financial Planning held 1,708 shares of iShares S&P 500 Value ETF worth $361K as of Q1 2026.
Beacon Financial Planning bought 250 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $54.1K.
iShares S&P 500 Value ETF made up 0.14% of Beacon Financial Planning's portfolio in Q1 2026, its #60 holding.
Beacon Financial Planning first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
1,709 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.