Beese Fulmer Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Beese Fulmer Investment Management’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	$15.9M	Buy	69,947 +2,245	+3%	+$501K	0.92%	34
2026 Q1	$14.3M	Buy	67,702 +2,629	+4%	+$569K	0.92%	35
2025 Q4	$13.8M	Buy	65,073 +290	+0.4%	+$60.8K	0.9%	37
2025 Q3	$13.4M	Buy	64,783 +871	+1%	+$175K	0.92%	37
2025 Q2	$12.5M	Buy	+63,912	New	+$11.9M	0.93%	39
2020 Q3	–	Sell	-371	Closed	-$40K	–	367
2020 Q2	$40K	Buy	+371	New	+$39.4K	0.01%	342

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beese Fulmer Investment Management's IVE Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its iShares S&P 500 Value ETF (IVE) stake by 3.3% in Q2 2026, buying an estimated $501K and bringing the position to 69,947 shares worth $15.9M. The position accounts for 0.92% of the portfolio, ranked #34.

Beese Fulmer Investment Management first reported a position in IVE in Q2 2020 and has held it in 6 quarters since. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Beese Fulmer Investment Management held 69,947 shares of iShares S&P 500 Value ETF worth $15.9M as of Q2 2026.
Beese Fulmer Investment Management bought 2,245 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $501K.
iShares S&P 500 Value ETF made up 0.92% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #34 holding.
Beese Fulmer Investment Management first reported a position in iShares S&P 500 Value ETF in Q2 2020 and has held it in 6 quarters since.
1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.