Certified Advisory Corp’s iShares S&P 500 Value ETF IVE Stock Holding History

Certified Advisory Corp’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	$958K	Sell	4,219 -967	-19%	-$216K	0.08%	168
2026 Q1	$1.09M	Sell	5,186 -255	-5%	-$55.2K	0.1%	156
2025 Q4	$1.15M	Sell	5,441 -20	-0.4%	-$4.19K	0.11%	151
2025 Q3	$1.13M	Sell	5,461 -68	-1%	-$13.7K	0.11%	151
2025 Q2	$1.08M	Sell	5,529 -34	-0.6%	-$6.33K	0.11%	147
2025 Q1	$1.06M	Sell	5,563 -178	-3%	-$34.4K	0.12%	145
2024 Q4	$1.1M	Sell	5,741 -274	-5%	-$54.3K	0.12%	139
2024 Q3	$1.19M	Sell	6,015 -67	-1%	-$12.7K	0.13%	136
2024 Q2	$1.11M	Sell	6,082 -35	-0.6%	-$6.38K	0.14%	130
2024 Q1	$1.14M	Buy	6,117 +673	+12%	+$120K	0.16%	121
2023 Q4	$947K	Buy	5,444 +97	+2%	+$15.6K	0.14%	130
2023 Q3	$823K	Buy	5,347 +32	+0.6%	+$5.17K	0.15%	123
2023 Q2	$857K	Sell	5,315 -213	-4%	-$32.8K	0.16%	119
2023 Q1	$839K	Buy	5,528 +68	+1%	+$10.3K	0.15%	133
2022 Q4	$792K	Sell	5,460 -298	-5%	-$42.5K	0.16%	132
2022 Q3	$740K	Sell	5,758 -22	-0.4%	-$3.12K	0.17%	128
2022 Q2	$795K	Buy	5,780 +49	+0.9%	+$7.23K	0.18%	127
2022 Q1	$892K	Buy	5,731 +793	+16%	+$122K	0.19%	121
2021 Q4	$774K	Buy	4,938 +217	+5%	+$33K	0.17%	129
2021 Q3	$686K	Buy	4,721 +157	+3%	+$23.4K	0.17%	132
2021 Q2	$674K	Buy	4,564 +65	+1%	+$9.57K	0.17%	131
2021 Q1	$635K	Buy	+4,499	New	+$606K	0.16%	122
2020 Q2	$606K	Sell	5,599 -150	-3%	-$15.9K	0.2%	111
2020 Q1	$553K	Sell	5,749 -707	-11%	-$84.1K	0.22%	102
2019 Q4	$840K	Sell	6,456 -642	-9%	-$79.9K	0.27%	91
2019 Q3	$846K	Sell	7,098 -588	-8%	-$69K	0.29%	80
2019 Q2	$896K	Sell	7,686 -1,145	-13%	-$131K	0.33%	76
2019 Q1	$996K	Buy	8,831 +343	+4%	+$37.7K	0.42%	61
2018 Q4	$858K	Buy	8,488 +584	+7%	+$63.9K	0.45%	62
2018 Q3	$916K	Buy	7,904 +2,584	+49%	+$297K	0.42%	61
2018 Q2	$586K	Buy	5,320 +421	+9%	+$46.6K	0.33%	77
2018 Q1	$535K	Buy	4,899 +45	+0.9%	+$5.14K	0.32%	77
2017 Q4	$554K	Buy	+4,854	New	+$538K	0.4%	61

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Certified Advisory Corp's IVE Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares S&P 500 Value ETF (IVE) stake by 19% in Q2 2026, selling an estimated $216K and leaving 4,219 shares worth $958K. The position accounts for 0.08% of the portfolio, ranked #168.

Certified Advisory Corp first reported a position in IVE in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.19M in Q3 2024. 671 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Certified Advisory Corp held 4,219 shares of iShares S&P 500 Value ETF worth $958K as of Q2 2026.
Certified Advisory Corp sold 967 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $216K.
iShares S&P 500 Value ETF made up 0.08% of Certified Advisory Corp's portfolio in Q2 2026, its #168 holding.
Certified Advisory Corp first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's iShares S&P 500 Value ETF position peaked at $1.19M in Q3 2024.
671 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.