CRA Financial Services
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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
Q3 		$2.16M Buy
9,469
+539
+6% +$126K 0.24% 79
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

CRA Financial Services increased its iShares S&P 500 Value ETF (IVE) stake by 6% in Q3 2026, buying an estimated $126K and bringing the position to 9,469 shares worth $2.16M. The position accounts for 0.24% of the portfolio, ranked #79.

CRA Financial Services first reported a position in IVE in Q4 2019 and has held it in 17 quarters since. 1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • CRA Financial Services held 9,469 shares of iShares S&P 500 Value ETF worth $2.16M as of Q3 2026.
  • CRA Financial Services bought 539 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $126K.
  • iShares S&P 500 Value ETF made up 0.24% of CRA Financial Services's portfolio in Q3 2026, its #79 holding.
  • CRA Financial Services first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.