Clean Yield Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Clean Yield Group’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 Q3	–	Sell	-24	Closed	-$5.45K	–	398
2026 Q2	$5.45K	Buy	+24	New	+$5.36K	﹤0.01%	347
2024 Q2	–	Sell	-18	Closed	-$3.36K	–	386
2024 Q1	$3.36K	Buy	+18	New	+$3.2K	﹤0.01%	350

Other funds holding IVE

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Clean Yield Group's IVE Position: Q3 2026 in Review

Clean Yield Group sold out of iShares S&P 500 Value ETF (IVE) in Q3 2026, closing a stake of 24 shares — an estimated $5.45K sold.

Clean Yield Group first reported a position in IVE in Q1 2024 and held it in 2 quarters. The position peaked at $5.45K in Q2 2026. 831 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Clean Yield Group reported no remaining iShares S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
Clean Yield Group sold 24 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $5.45K.
Clean Yield Group first reported a position in iShares S&P 500 Value ETF in Q1 2024 and held it in 2 quarters.
Clean Yield Group's iShares S&P 500 Value ETF position peaked at $5.45K in Q2 2026.
831 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.