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Blankinship & Foster’s iShares S&P 500 Value ETF IVE Stock Holding History

Blankinship & Foster’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 		$807K Hold
3,824
– – 0.18% 37
2025
Q4 		$811K Sell
3,824
-24
-0.6% -$5.03K 0.18% 37
2025
Q3 		$795K Sell
3,848
-256
-6% -$51.4K 0.17% 36
2025
Q2 		$802K Sell
4,104
-136
-3% -$25.3K 0.19% 35
2025
Q1 		$808K Sell
4,240
-131
-3% -$25.3K 0.2% 35
2024
Q4 		$834K Sell
4,371
-226
-5% -$44.8K 0.21% 33
2024
Q3 		$906K Buy
4,597
+1
+0% +$190 0.22% 34
2024
Q2 		$837K Sell
4,596
-49
-1% -$8.93K 0.22% 32
2024
Q1 		$868K Sell
4,645
-18
-0.4% -$3.2K 0.23% 32
2023
Q4 		$811K Sell
4,663
-87
-2% -$14K 0.23% 32
2023
Q3 		$731K Sell
4,750
-87
-2% -$14.1K 0.24% 30
2023
Q2 		$780K Sell
4,837
-823
-15% -$127K 0.25% 32
2023
Q1 		$859K Sell
5,660
-616
-10% -$93.1K 0.37% 29
2022
Q4 		$910K Sell
6,276
-436
-6% -$62.2K 0.4% 26
2022
Q3 		$863K Hold
6,712
– – 0.42% 29
2022
Q2 		$923K Sell
6,712
-905
-12% -$134K 0.43% 25
2022
Q1 		$1.19M Sell
7,617
-520
-6% -$80K 0.48% 24
2021
Q4 		$1.27M Sell
8,137
-798
-9% -$121K 0.48% 24
2021
Q3 		$1.3M Sell
8,935
-2,018
-18% -$301K 0.53% 23
2021
Q2 		$1.62M Sell
10,953
-884
-7% -$130K 0.64% 21
2021
Q1 		$1.67M Buy
11,837
+27
+0.2% +$3.63K 0.7% 19
2020
Q4 		$1.51M Sell
11,810
-375
-3% -$45.4K 0.63% 21
2020
Q3 		$1.37M Sell
12,185
-732
-6% -$83K 0.65% 18
2020
Q2 		$1.4M Buy
12,917
+3,270
+34% +$347K 0.73% 16
2020
Q1 		$929K Buy
+9,647
New +$1.15M 0.62% 19

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blankinship & Foster's IVE Position: Q1 2026 in Review

Blankinship & Foster held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 3,824 shares worth $807K. The position accounts for 0.18% of the portfolio, ranked #37.

Blankinship & Foster first reported a position in IVE in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.67M in Q1 2021. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Blankinship & Foster held 3,824 shares of iShares S&P 500 Value ETF worth $807K as of Q1 2026.
  • Blankinship & Foster left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.18% of Blankinship & Foster's portfolio in Q1 2026, its #37 holding.
  • Blankinship & Foster first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Blankinship & Foster's iShares S&P 500 Value ETF position peaked at $1.67M in Q1 2021.
  • 1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.