Certified Advisory Corp’s iShares S&P 500 Value ETF IVE Stock Holding History
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
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. 1,769 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.
- 1,769 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.