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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clune & Associates's IVE Position: Q2 2026 in Review

Clune & Associates reduced its iShares S&P 500 Value ETF (IVE) stake by 5.3% in Q2 2026, selling an estimated $15.4K and leaving 1,223 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #144.

Clune & Associates first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Clune & Associates held 1,223 shares of iShares S&P 500 Value ETF worth $278K as of Q2 2026.
  • Clune & Associates sold 69 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $15.4K.
  • iShares S&P 500 Value ETF made up 0.04% of Clune & Associates's portfolio in Q2 2026, its #144 holding.
  • Clune & Associates first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.