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Cornell Pochily Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Cornell Pochily Investment 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
Q2 		$1.05M Buy
4,612
+1,030
+29% +$230K 0.28% 81
2026
Q1 		$756K Buy
3,582
+560
+19% +$121K 0.22% 89
2025
Q4 		$641K Hold
3,022
– – 0.19% 99
2025
Q3 		$624K Buy
3,022
+350
+13% +$70.3K 0.19% 105
2025
Q2 		$522K Hold
2,672
– – 0.17% 113
2025
Q1 		$509K Sell
2,672
-33
-1% -$6.39K 0.18% 114
2024
Q4 		$516K Sell
2,705
-355
-12% -$70.4K 0.18% 114
2024
Q3 		$603K Buy
3,060
+730
+31% +$139K 0.21% 109
2024
Q2 		$424K Buy
2,330
+150
+7% +$27.3K 0.16% 121
2024
Q1 		$407K Buy
2,180
+200
+10% +$35.5K 0.16% 122
2023
Q4 		$344K Sell
1,980
-165
-8% -$26.5K 0.14% 138
2023
Q3 		$330K Hold
2,145
– – 0.14% 136
2023
Q2 		$346K Hold
2,145
– – 0.14% 134
2023
Q1 		$326K Buy
2,145
+55
+3% +$8.31K 0.14% 137
2022
Q4 		$303K Buy
2,090
+15
+0.7% +$2.14K 0.14% 137
2022
Q3 		$267K Buy
2,075
+20
+1% +$2.83K 0.12% 141
2022
Q2 		$282K Buy
2,055
+345
+20% +$50.9K 0.13% 144
2022
Q1 		$266K Hold
1,710
– – 0.1% 147
2021
Q4 		$268K Buy
1,710
+243
+17% +$37K 0.1% 145
2021
Q3 		$213K Hold
1,467
– – 0.09% 157
2021
Q2 		$217K Buy
+1,467
New +$216K 0.1% 151

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

Cornell Pochily Investment Advisors's IVE Position: Q2 2026 in Review

Cornell Pochily Investment Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 29% in Q2 2026, buying an estimated $230K and bringing the position to 4,612 shares worth $1.05M. The position accounts for 0.28% of the portfolio, ranked #81.

Cornell Pochily Investment Advisors first reported a position in IVE in Q2 2021 and has held it in 21 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Cornell Pochily Investment Advisors held 4,612 shares of iShares S&P 500 Value ETF worth $1.05M as of Q2 2026.
  • Cornell Pochily Investment Advisors bought 1,030 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $230K.
  • iShares S&P 500 Value ETF made up 0.28% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Cornell Pochily Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.