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 Q3	–	Sell	-110	Closed	-$24.9K	–	1201
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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cedar Mountain Advisors's IVE Position: Q3 2026 in Review

Cedar Mountain Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q3 2026, closing a stake of 110 shares — an estimated $24.9K sold.

Cedar Mountain Advisors first reported a position in IVE in Q4 2022 and held it in 5 quarters. The position peaked at $80.2K in Q4 2025. 548 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Cedar Mountain Advisors reported no remaining iShares S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
Cedar Mountain Advisors sold 110 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $24.9K.
Cedar Mountain Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2022 and held it in 5 quarters.
Cedar Mountain Advisors's iShares S&P 500 Value ETF position peaked at $80.2K in Q4 2025.
548 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.