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Brighton Jones LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

Brighton Jones LLC’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 		$2.1M Sell
9,259
-3,597
-28% -$803K 0.04% 289
2026
Q1 		$2.71M Buy
+12,856
New +$2.78M 0.06% 219
2025
Q4 		– Sell
-12,816
Closed -$2.65M – 500
2025
Q3 		$2.65M Buy
12,816
+142
+1% +$28.5K 0.06% 176
2025
Q2 		$2.48M Sell
12,674
-36
-0.3% -$6.71K 0.07% 169
2025
Q1 		$2.42M Sell
12,710
-1,324
-9% -$256K 0.08% 147
2024
Q4 		$2.68M Buy
14,034
+112
+0.8% +$22.2K 0.08% 134
2024
Q3 		$2.75M Buy
13,922
+197
+1% +$37.4K 0.1% 106
2024
Q2 		$2.5M Buy
13,725
+32
+0.2% +$5.83K 0.08% 122
2024
Q1 		$2.56M Buy
13,693
+410
+3% +$72.9K 0.09% 116
2023
Q4 		$2.31M Buy
13,283
+1,500
+13% +$241K 0.1% 119
2023
Q3 		$1.81M Sell
11,783
-23
-0.2% -$3.72K 0.09% 128
2023
Q2 		$1.9M Buy
11,806
+670
+6% +$103K 0.1% 127
2023
Q1 		$1.69M Sell
11,136
-225
-2% -$34K 0.1% 129
2022
Q4 		$1.65M Buy
11,361
+756
+7% +$108K 0.1% 121
2022
Q3 		$1.36M Buy
10,605
+243
+2% +$34.4K 0.08% 130
2022
Q2 		$1.42M Buy
10,362
+4,050
+64% +$598K 0.08% 129
2022
Q1 		$983K Sell
6,312
-209
-3% -$32.2K 0.05% 179
2021
Q4 		$1.02M Buy
6,521
+213
+3% +$32.4K 0.05% 173
2021
Q3 		$917K Sell
6,308
-1,367
-18% -$204K 0.05% 168
2021
Q2 		$1.13M Buy
7,675
+82
+1% +$12.1K 0.06% 142
2021
Q1 		$1.07M Buy
7,593
+271
+4% +$36.5K 0.06% 141
2020
Q4 		$937K Buy
7,322
+59
+0.8% +$7.14K 0.06% 140
2020
Q3 		$817K Buy
7,263
+348
+5% +$39.4K 0.06% 137
2020
Q2 		$748K Buy
6,915
+16
+0.2% +$1.7K 0.06% 137
2020
Q1 		$664K Sell
6,899
-1,464
-18% -$174K 0.07% 129
2019
Q4 		$1.09M Sell
8,363
-589
-7% -$73.3K 0.12% 107
2019
Q3 		$1.07M Buy
8,952
+1,026
+13% +$120K 0.12% 94
2019
Q2 		$924K Buy
7,926
+341
+4% +$39.1K 0.11% 111
2019
Q1 		$855K Sell
7,585
-1,038
-12% -$114K 0.1% 115
2018
Q4 		$872K Sell
8,623
-3,761
-30% -$411K 0.13% 96
2018
Q3 		$1.44M Buy
12,384
+5,252
+74% +$603K 0.18% 74
2018
Q2 		$785K Hold
7,132
– – 0.1% 119
2018
Q1 		$780K Sell
7,132
-1,061
-13% -$121K 0.11% 106
2017
Q4 		$936K Buy
8,193
+18
+0.2% +$1.99K 0.11% 95
2017
Q3 		$882K Buy
8,175
+3,865
+90% +$409K 0.11% 102
2017
Q2 		$452K Buy
4,310
+65
+2% +$6.77K 0.06% 146
2017
Q1 		$442K Buy
4,245
+1,043
+33% +$108K 0.11% 61
2016
Q4 		$325K Sell
3,202
-7,170
-69% -$700K 0.12% 70
2016
Q3 		$985K Sell
10,372
-778
-7% -$74K 0.16% 77
2016
Q2 		$1.04M Buy
11,150
+6,199
+125% +$567K 0.18% 70
2016
Q1 		$445K Sell
4,951
-830
-14% -$70.8K 0.08% 119
2015
Q4 		$512K Buy
5,781
+924
+19% +$82.6K 0.1% 106
2015
Q3 		$408K Sell
4,857
-633
-12% -$56.6K 0.09% 114
2015
Q2 		$506K Buy
5,490
+29
+0.5% +$2.74K 0.12% 94
2015
Q1 		$505K Buy
5,461
+31
+0.6% +$2.88K 0.11% 94
2014
Q4 		$509K Buy
5,430
+33
+0.6% +$3.02K 0.12% 98
2014
Q3 		$486K Sell
5,397
-1,058
-16% -$96.2K 0.11% 106
2014
Q2 		$583K Buy
6,455
+33
+0.5% +$2.92K 0.13% 85
2014
Q1 		$558K Buy
6,422
+34
+0.5% +$2.87K 0.13% 79
2013
Q4 		$546K Sell
6,388
-1,914
-23% -$158K 0.13% 87
2013
Q3 		$650K Sell
8,302
-1,034
-11% -$81.6K 0.17% 62
2013
Q2 		$707K Buy
+9,336
New +$709K 0.21% 43

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brighton Jones LLC's IVE Position: Q2 2026 in Review

Brighton Jones LLC reduced its iShares S&P 500 Value ETF (IVE) stake by 28% in Q2 2026, selling an estimated $803K and leaving 9,259 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #289.

Brighton Jones LLC first reported a position in IVE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.75M in Q3 2024. 1,765 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Brighton Jones LLC held 9,259 shares of iShares S&P 500 Value ETF worth $2.1M as of Q2 2026.
  • Brighton Jones LLC sold 3,597 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $803K.
  • iShares S&P 500 Value ETF made up 0.04% of Brighton Jones LLC's portfolio in Q2 2026, its #289 holding.
  • Brighton Jones LLC first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Brighton Jones LLC's iShares S&P 500 Value ETF position peaked at $2.75M in Q3 2024.
  • 1,765 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.