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

CRA 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 Q2	$2.03M	Buy	8,930 +140	+2%	+$31.3K	0.23%	85
2026 Q1	$1.86M	Buy	8,790 +356	+4%	+$77.1K	0.24%	83
2025 Q4	$1.79M	Buy	8,434 +163	+2%	+$34.2K	0.23%	81
2025 Q3	$1.71M	Buy	8,271 +1,145	+16%	+$230K	0.23%	81
2025 Q2	$1.39M	Buy	7,126 +438	+7%	+$81.6K	0.21%	90
2025 Q1	$1.27M	Buy	6,688 +56	+0.8%	+$10.8K	0.22%	91
2024 Q4	$1.27M	Buy	6,632 +939	+16%	+$186K	0.22%	84
2024 Q3	$1.12M	Buy	5,693 +740	+15%	+$141K	0.21%	92
2024 Q2	$901K	Buy	4,953 +109	+2%	+$19.9K	0.18%	95
2024 Q1	$905K	Buy	4,844 +277	+6%	+$49.2K	0.2%	84
2023 Q4	$794K	Buy	4,567 +760	+20%	+$122K	0.19%	89
2023 Q3	$586K	Buy	3,807 +458	+14%	+$74K	0.16%	99
2023 Q2	$540K	Buy	3,349 +132	+4%	+$20.3K	0.15%	104
2023 Q1	$488K	Buy	3,217 +965	+43%	+$146K	0.15%	109
2022 Q4	$327K	Buy	+2,252	New	+$321K	0.11%	134
2020 Q1	–	Sell	-1,670	Closed	-$217K	–	140
2019 Q4	$217K	Buy	+1,670	New	+$208K	0.12%	135

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CRA Financial Services's IVE Position: Q2 2026 in Review

CRA Financial Services increased its iShares S&P 500 Value ETF (IVE) stake by 1.6% in Q2 2026, buying an estimated $31.3K and bringing the position to 8,930 shares worth $2.03M. The position accounts for 0.23% of the portfolio, ranked #85.

CRA Financial Services first reported a position in IVE in Q4 2019 and has held it in 16 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

CRA Financial Services held 8,930 shares of iShares S&P 500 Value ETF worth $2.03M as of Q2 2026.
CRA Financial Services bought 140 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $31.3K.
iShares S&P 500 Value ETF made up 0.23% of CRA Financial Services's portfolio in Q2 2026, its #85 holding.
CRA Financial Services first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 16 quarters since.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.