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

Clune & Associates’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 		$279K Buy
1,224
+1
+0.1% +$234 0.04% 136
2026
Q2 		$278K Sell
1,223
-69
-5% -$15.4K 0.04% 144
2026
Q1 		$273K Buy
1,292
+1
+0.1% +$217 0.05% 147
2025
Q4 		$274K Buy
1,291
+1
+0.1% +$210 0.06% 141
2025
Q3 		$266K Buy
1,290
+2
+0.2% +$402 0.07% 134
2025
Q2 		$252K Buy
1,288
+1
+0.1% +$186 0.07% 135
2025
Q1 		$245K Buy
1,287
+1
+0.1% +$194 0.08% 125
2024
Q4 		$245K Buy
+1,286
New +$255K 0.08% 124

Other funds holding IVE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Clune & Associates's IVE Position: Q3 2026 in Review

Clune & Associates increased its iShares S&P 500 Value ETF (IVE) stake by 0.08% in Q3 2026, buying an estimated $234 and bringing the position to 1,224 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #136.

Clune & Associates first reported a position in IVE in Q4 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Clune & Associates held 1,224 shares of iShares S&P 500 Value ETF worth $279K as of Q3 2026.
  • Clune & Associates bought 1 iShares S&P 500 Value ETF share in Q3 2026, an estimated $234.
  • iShares S&P 500 Value ETF made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #136 holding.
  • Clune & Associates first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.