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

CGN 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
Q2 		$598K Buy
2,633
+22
+0.8% +$4.91K 0.04% 215
2026
Q1 		$551K Hold
2,611
– – 0.04% 218
2025
Q4 		$554K Hold
2,611
– – 0.04% 219
2025
Q3 		$539K Hold
2,611
– – 0.04% 212
2025
Q2 		$510K Sell
2,611
-3
-0.1% -$559 0.05% 220
2025
Q1 		$498K Sell
2,614
-17
-0.6% -$3.29K 0.05% 216
2024
Q4 		$502K Hold
2,631
– – 0.05% 211
2024
Q3 		$519K Buy
2,631
+771
+41% +$146K 0.05% 202
2024
Q2 		$339K Buy
1,860
+55
+3% +$10K 0.04% 219
2024
Q1 		$337K Hold
1,805
– – 0.04% 210
2023
Q4 		$314K Hold
1,805
– – 0.04% 212
2023
Q3 		$278K Buy
+1,805
New +$292K 0.04% 222

Other funds holding IVE

LI
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
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return