Commonwealth Financial Services
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Commonwealth Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Commonwealth Financial Services’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
-1,330
Closed -$302K – 326
2026
Q2 		$302K Sell
1,330
-2
-0.2% -$447 0.04% 213
2026
Q1 		$281K Sell
1,332
-12,192
-90% -$2.64M 0.04% 187
2025
Q4 		$2.87M Buy
13,524
+1,019
+8% +$214K 0.47% 43
2025
Q3 		$2.58M Buy
12,505
+2,899
+30% +$582K 0.44% 43
2025
Q2 		$1.88M Buy
9,606
+1,019
+12% +$190K 0.36% 56
2025
Q1 		$1.64M Buy
8,587
+2,135
+33% +$413K 0.34% 58
2024
Q4 		$1.23M Buy
6,452
+304
+5% +$60.3K 0.24% 61
2024
Q3 		$1.21M Sell
6,148
-382
-6% -$72.6K 0.24% 59
2024
Q2 		$1.19M Sell
6,530
-14,675
-69% -$2.67M 0.24% 53
2024
Q1 		$3.69M Sell
21,205
-26
-0.1% -$4.62K 0.87% 31
2023
Q4 		$3.69M Buy
21,231
+19,248
+971% +$3.09M 0.87% 31
2023
Q3 		$305K Buy
+1,983
New +$321K 0.09% 130
2017
Q1 		$25K Sell
242
-626
-72% -$65K 0.03% 131
2016
Q4 		$88K Buy
+868
New +$84.7K 0.09% 71
2016
Q3 		– Sell
-1,490
Closed -$138K – 246
2016
Q2 		$138K Buy
+1,490
New +$136K 0.16% 59

Other funds holding IVE

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
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
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Commonwealth Financial Services's IVE Position: Q3 2026 in Review

Commonwealth Financial Services sold out of iShares S&P 500 Value ETF (IVE) in Q3 2026, closing a stake of 1,330 shares — an estimated $302K sold.

Commonwealth Financial Services first reported a position in IVE in Q2 2016 and held it in 15 quarters. The position peaked at $3.69M in Q4 2023. 409 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Commonwealth Financial Services reported no remaining iShares S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 1,330 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $302K.
  • Commonwealth Financial Services first reported a position in iShares S&P 500 Value ETF in Q2 2016 and held it in 15 quarters.
  • Commonwealth Financial Services's iShares S&P 500 Value ETF position peaked at $3.69M in Q4 2023.
  • 409 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.