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

Coordinated 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 Q1	$538K	Sell	2,550 -151	-6%	-$32.7K	0.31%	95
2025 Q4	$573K	Buy	2,701 +315	+13%	+$66K	0.33%	87
2025 Q3	$493K	Buy	2,386 +11	+0.5%	+$2.21K	0.32%	94
2025 Q2	$464K	Buy	2,375 +15	+0.6%	+$2.79K	0.32%	87
2025 Q1	$450K	Buy	2,360 +227	+11%	+$43.9K	0.34%	85
2024 Q4	$407K	Buy	+2,133	New	+$423K	0.32%	87
2024 Q2	$319K	Buy	1,755 +6	+0.3%	+$1.09K	0.27%	93
2024 Q1	$327K	Buy	+1,749	New	+$311K	0.29%	85

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coordinated Financial Services's IVE Position: Q1 2026 in Review

Coordinated Financial Services reduced its iShares S&P 500 Value ETF (IVE) stake by 5.6% in Q1 2026, selling an estimated $32.7K and leaving 2,550 shares worth $538K. The position accounts for 0.31% of the portfolio, ranked #95.

Coordinated Financial Services first reported a position in IVE in Q1 2024 and has held it in 8 quarters since. The position peaked at $573K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Coordinated Financial Services held 2,550 shares of iShares S&P 500 Value ETF worth $538K as of Q1 2026.
Coordinated Financial Services sold 151 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $32.7K.
iShares S&P 500 Value ETF made up 0.31% of Coordinated Financial Services's portfolio in Q1 2026, its #95 holding.
Coordinated Financial Services first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's iShares S&P 500 Value ETF position peaked at $573K in Q4 2025.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.