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Beacon Investment Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Beacon Investment Advisory Services’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 		$76.5K Hold
337
– – ﹤0.01% 367
2026
Q1 		$71.2K Buy
+337
New +$73K ﹤0.01% 373

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PAS
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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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Beacon Investment Advisory Services's IVE Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 337 shares worth $76.5K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Beacon Investment Advisory Services first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 572 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Beacon Investment Advisory Services held 337 shares of iShares S&P 500 Value ETF worth $76.5K as of Q2 2026.
  • Beacon Investment Advisory Services left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #367 holding.
  • Beacon Investment Advisory Services first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.