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Cedar Mountain Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Cedar Mountain 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 		$24.9K Buy
110
+1
+0.9% +$223 ﹤0.01% 293
2026
Q1 		$23.1K Sell
109
-269
-71% -$58.2K ﹤0.01% 265
2025
Q4 		$80.2K Buy
378
+260
+220% +$54.5K 0.02% 91
2025
Q3 		$24.5K Buy
+118
New +$23.7K ﹤0.01% 169
2023
Q1 		– Sell
-284
Closed -$41.2K – 314
2022
Q4 		$41.2K Buy
+284
New +$40.5K 0.01% 81

Other funds holding IVE

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cedar Mountain Advisors's IVE Position: Q2 2026 in Review

Cedar Mountain Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.92% in Q2 2026, buying an estimated $223 and bringing the position to 110 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Cedar Mountain Advisors first reported a position in IVE in Q4 2022 and has held it in 5 quarters since. The position peaked at $80.2K in Q4 2025. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Cedar Mountain Advisors held 110 shares of iShares S&P 500 Value ETF worth $24.9K as of Q2 2026.
  • Cedar Mountain Advisors bought 1 iShares S&P 500 Value ETF share in Q2 2026, an estimated $223.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #293 holding.
  • Cedar Mountain Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's iShares S&P 500 Value ETF position peaked at $80.2K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.