Center for Financial Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Center for Financial Planning’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	$5K	Hold	22	–	–	﹤0.01%	547
2026 Q1	$4.65K	Sell	22 -95	-81%	-$20.6K	﹤0.01%	547
2025 Q4	$24.8K	Sell	117 -40	-25%	-$8.38K	﹤0.01%	390
2025 Q3	$32.4K	Buy	+157	New	+$31.5K	﹤0.01%	361
2021 Q4	–	Sell	-50	Closed	-$7K	–	547
2021 Q3	$7K	Buy	+50	New	+$7.45K	﹤0.01%	395
2020 Q2	–	Sell	-370	Closed	-$36K	–	515
2020 Q1	$36K	Sell	370 -781	-68%	-$92.9K	0.01%	201
2019 Q4	$150K	Buy	+1,151	New	+$143K	0.04%	114

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Center for Financial Planning's IVE Position: Q2 2026 in Review

Center for Financial Planning held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 22 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Center for Financial Planning first reported a position in IVE in Q4 2019 and has held it in 7 quarters since. The position peaked at $150K in Q4 2019. 555 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Center for Financial Planning held 22 shares of iShares S&P 500 Value ETF worth $5K as of Q2 2026.
Center for Financial Planning left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #547 holding.
Center for Financial Planning first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 7 quarters since.
Center for Financial Planning's iShares S&P 500 Value ETF position peaked at $150K in Q4 2019.
555 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.