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Colton Groome Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Colton Groome Financial 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
Q3 		$318K Hold
1,395
– – 0.07% 116
2026
Q2 		$317K Hold
1,395
– – 0.08% 125
2026
Q1 		$295K Sell
1,395
-189
-12% -$40.9K 0.08% 111
2025
Q4 		$336K Sell
1,584
-36
-2% -$7.54K 0.1% 103
2025
Q3 		$335K Sell
1,620
-70
-4% -$14.1K 0.1% 102
2025
Q2 		$330K Sell
1,690
-265
-14% -$49.4K 0.11% 98
2025
Q1 		$359K Sell
1,955
-555
-22% -$107K 0.14% 89
2024
Q4 		$479K Sell
2,510
-200
-7% -$39.7K 0.18% 70
2024
Q3 		$534K Sell
2,710
-100
-4% -$19K 0.2% 72
2024
Q2 		$511K Sell
2,810
-100
-3% -$18.2K 0.2% 67
2024
Q1 		$544K Sell
2,910
-352
-11% -$62.6K 0.22% 68
2023
Q4 		$567K Sell
3,262
-15
-0.5% -$2.41K 0.25% 66
2023
Q3 		$504K Hold
3,277
– – 0.25% 69
2023
Q2 		$528K Sell
3,277
-67
-2% -$10.3K 0.25% 73
2023
Q1 		$507K Sell
3,344
-17
-0.5% -$2.57K 0.24% 77
2022
Q4 		$488K Sell
3,361
-1,345
-29% -$192K 0.24% 68
2022
Q3 		$605K Sell
4,706
-34
-0.7% -$4.82K 0.31% 54
2022
Q2 		$652K Sell
4,740
-207
-4% -$30.6K 0.33% 45
2022
Q1 		$770K Sell
4,947
-318
-6% -$48.9K 0.36% 45
2021
Q4 		$825K Sell
5,265
-24
-0.5% -$3.65K 0.34% 60
2021
Q3 		$769K Hold
5,289
– – 0.33% 51
2021
Q2 		$781K Sell
5,289
-301
-5% -$44.3K 0.36% 49
2021
Q1 		$790K Sell
5,590
-753
-12% -$101K 0.44% 31
2020
Q4 		$812K Sell
6,343
-3,607
-36% -$436K 0.52% 34
2020
Q3 		$1.12M Sell
9,950
-2,919
-23% -$331K 0.79% 27
2020
Q2 		$1.39M Sell
12,869
-68
-0.5% -$7.21K 1.01% 23
2020
Q1 		$1.25M Sell
12,937
-58
-0.4% -$6.9K 1.03% 17
2019
Q4 		$1.69M Sell
12,995
-1,034
-7% -$129K 1.21% 22
2019
Q3 		$1.76M Sell
14,029
-419
-3% -$49.2K 1.3% 21
2019
Q2 		$1.68M Buy
+14,448
New +$1.66M 1.35% 14

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

Colton Groome Financial Advisors's IVE Position: Q3 2026 in Review

Colton Groome Financial Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 1,395 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #116.

Colton Groome Financial Advisors first reported a position in IVE in Q2 2019 and has held it in 30 quarters since. The position peaked at $1.76M in Q3 2019. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Colton Groome Financial Advisors held 1,395 shares of iShares S&P 500 Value ETF worth $318K as of Q3 2026.
  • Colton Groome Financial Advisors left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up 0.07% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #116 holding.
  • Colton Groome Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2019 and has held it in 30 quarters since.
  • Colton Groome Financial Advisors's iShares S&P 500 Value ETF position peaked at $1.76M in Q3 2019.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.