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

Coastline Trust’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 		$16K Hold
70
– – ﹤0.01% 304
2026
Q2 		$15.9K Hold
70
– – ﹤0.01% 335
2026
Q1 		$14.8K Hold
70
– – ﹤0.01% 336
2025
Q4 		$14.8K Hold
70
– – ﹤0.01% 331
2025
Q3 		$14.5K Hold
70
– – ﹤0.01% 324
2025
Q2 		$13.7K Hold
70
– – ﹤0.01% 330
2025
Q1 		$13.3K Hold
70
– – ﹤0.01% 331
2024
Q4 		$13.4K Hold
70
– – ﹤0.01% 346
2024
Q3 		$13.8K Buy
+70
New +$13.3K ﹤0.01% 359

Other funds holding IVE

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 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
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Coastline Trust's IVE Position: Q3 2026 in Review

Coastline Trust held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 70 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Coastline Trust first reported a position in IVE in Q3 2024 and has held it in 9 quarters since. 204 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Coastline Trust held 70 shares of iShares S&P 500 Value ETF worth $16K as of Q3 2026.
  • Coastline Trust left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #304 holding.
  • Coastline Trust first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 9 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.