Birch Hill Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Birch Hill Investment 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	$915K	Buy	4,028 +280	+7%	+$62.5K	0.04%	120
2026 Q1	$791K	Buy	3,748 +25	+0.7%	+$5.41K	0.04%	122
2025 Q4	$790K	Sell	3,723 -600	-14%	-$126K	0.03%	124
2025 Q3	$893K	Sell	4,323 -42	-1%	-$8.44K	0.04%	115
2025 Q2	$853K	Sell	4,365 -20	-0.5%	-$3.73K	0.04%	117
2025 Q1	$836K	Buy	4,385 +651	+17%	+$126K	0.04%	116
2024 Q4	$713K	Sell	3,734 -79	-2%	-$15.7K	0.03%	122
2024 Q3	$752K	Hold	3,813	–	–	0.04%	117
2024 Q2	$694K	Buy	3,813 +2,613	+218%	+$476K	0.03%	117
2024 Q1	$224K	Hold	1,200	–	–	0.01%	163
2023 Q4	$209K	Buy	+1,200	New	+$193K	0.01%	160

Other funds holding IVE

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Birch Hill Investment Advisors's IVE Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 7.5% in Q2 2026, buying an estimated $62.5K and bringing the position to 4,028 shares worth $915K. The position accounts for 0.04% of the portfolio, ranked #120.

Birch Hill Investment Advisors first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Birch Hill Investment Advisors held 4,028 shares of iShares S&P 500 Value ETF worth $915K as of Q2 2026.
Birch Hill Investment Advisors bought 280 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $62.5K.
iShares S&P 500 Value ETF made up 0.04% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #120 holding.
Birch Hill Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.