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Berger Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Berger Financial Group’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 		$287K Buy
1,264
+94
+8% +$21K 0.01% 387
2026
Q1 		$247K Sell
1,170
-331
-22% -$71.7K 0.01% 402
2025
Q4 		$318K Buy
+1,501
New +$315K 0.02% 361

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Berger Financial Group's IVE Position: Q2 2026 in Review

Berger Financial Group increased its iShares S&P 500 Value ETF (IVE) stake by 8% in Q2 2026, buying an estimated $21K and bringing the position to 1,264 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #387.

Berger Financial Group first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $318K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Berger Financial Group held 1,264 shares of iShares S&P 500 Value ETF worth $287K as of Q2 2026.
  • Berger Financial Group bought 94 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $21K.
  • iShares S&P 500 Value ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #387 holding.
  • Berger Financial Group first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Berger Financial Group's iShares S&P 500 Value ETF position peaked at $318K in Q4 2025.
  • 1,299 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.