Boston Family Office’s iShares S&P 500 Value ETF IVE Stock Holding History

Boston Family Office’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	$1.3M	Hold	5,743	–	–	0.08%	160
2026 Q1	$1.21M	Hold	5,743	–	–	0.08%	160
2025 Q4	$1.22M	Hold	5,743	–	–	0.08%	153
2025 Q3	$1.19M	Hold	5,743	–	–	0.08%	152
2025 Q2	$1.12M	Hold	5,743	–	–	0.07%	160
2025 Q1	$1.09M	Hold	5,743	–	–	0.08%	153
2024 Q4	$1.1M	Hold	5,743	–	–	0.08%	151
2024 Q3	$1.13M	Buy	5,743 +111	+2%	+$21.1K	0.08%	147
2024 Q2	$1.02M	Hold	5,632	–	–	0.07%	152
2024 Q1	$1.05M	Hold	5,632	–	–	0.08%	149
2023 Q4	$979K	Hold	5,632	–	–	0.07%	152
2023 Q3	$866K	Hold	5,632	–	–	0.07%	157
2023 Q2	$908K	Buy	5,632 +547	+11%	+$84.2K	0.07%	156
2023 Q1	$772K	Hold	5,085	–	–	0.06%	165
2022 Q4	$738K	Hold	5,085	–	–	0.06%	173
2022 Q3	$654K	Hold	5,085	–	–	0.06%	171
2022 Q2	$699K	Hold	5,085	–	–	0.06%	169
2022 Q1	$792K	Sell	5,085 -350	-6%	-$53.9K	0.06%	169
2021 Q4	$851K	Hold	5,435	–	–	0.06%	171
2021 Q3	$790K	Hold	5,435	–	–	0.06%	169
2021 Q2	$802K	Hold	5,435	–	–	0.06%	171
2021 Q1	$767K	Hold	5,435	–	–	0.06%	175
2020 Q4	$696K	Hold	5,435	–	–	0.05%	176
2020 Q3	$611K	Sell	5,435 -770	-12%	-$87.3K	0.06%	175
2020 Q2	$671K	Hold	6,205	–	–	0.07%	168
2020 Q1	$597K	Buy	6,205 +770	+14%	+$91.6K	0.07%	161
2019 Q4	$707K	Hold	5,435	–	–	0.07%	164
2019 Q3	$648K	Hold	5,435	–	–	0.07%	168
2019 Q2	$634K	Hold	5,435	–	–	0.07%	174
2019 Q1	$613K	Hold	5,435	–	–	0.07%	171
2018 Q4	$550K	Hold	5,435	–	–	0.07%	174
2018 Q3	$630K	Hold	5,435	–	–	0.07%	177
2018 Q2	$599K	Hold	5,435	–	–	0.07%	179
2018 Q1	$594K	Hold	5,435	–	–	0.07%	180
2017 Q4	$621K	Hold	5,435	–	–	0.07%	184
2017 Q3	$586K	Hold	5,435	–	–	0.07%	184
2017 Q2	$570K	Buy	+5,435	New	+$566K	0.07%	180
2016 Q1	–	Sell	-7,500	Closed	-$664K	–	240
2015 Q4	$664K	Hold	7,500	–	–	0.09%	160
2015 Q3	$630K	Sell	7,500 -1,100	-13%	-$98.4K	0.09%	165
2015 Q2	$793K	Hold	8,600	–	–	0.1%	161
2015 Q1	$796K	Sell	8,600 -1,000	-10%	-$92.9K	0.1%	168
2014 Q4	$900K	Hold	9,600	–	–	0.11%	157
2014 Q3	$865K	Hold	9,600	–	–	0.11%	159
2014 Q2	$867K	Hold	9,600	–	–	0.11%	159
2014 Q1	$834K	Hold	9,600	–	–	0.11%	162
2013 Q4	$820K	Hold	9,600	–	–	0.11%	162
2013 Q3	$752K	Hold	9,600	–	–	0.11%	162
2013 Q2	$727K	Buy	+9,600	New	+$729K	0.11%	161

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

Boston Family Office's IVE Position: Q2 2026 in Review

Boston Family Office held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 5,743 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #160.

Boston Family Office first reported a position in IVE in Q2 2013 and has held it in 48 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Boston Family Office held 5,743 shares of iShares S&P 500 Value ETF worth $1.3M as of Q2 2026.
Boston Family Office left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.08% of Boston Family Office's portfolio in Q2 2026, its #160 holding.
Boston Family Office first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 48 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.