Certuity’s iShares S&P 500 Value ETF IVE Stock Holding History

Certuity’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	$239K	Hold	1,053	–	–	0.01%	570
2026 Q1	$222K	Sell	1,053 -656	-38%	-$142K	0.01%	567
2025 Q4	$362K	Buy	1,709 +13	+0.8%	+$2.72K	0.02%	356
2025 Q3	$350K	Buy	+1,696	New	+$341K	0.02%	347
2025 Q2	–	Sell	-2,079	Closed	-$396K	–	442
2025 Q1	$396K	Buy	+2,079	New	+$402K	0.04%	216

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Certuity's IVE Position: Q2 2026 in Review

Certuity held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,053 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #570.

Certuity first reported a position in IVE in Q1 2025 and has held it in 5 quarters since. The position peaked at $396K in Q1 2025. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Certuity held 1,053 shares of iShares S&P 500 Value ETF worth $239K as of Q2 2026.
Certuity 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 Certuity's portfolio in Q2 2026, its #570 holding.
Certuity first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 5 quarters since.
Certuity's iShares S&P 500 Value ETF position peaked at $396K in Q1 2025.
1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.