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Crumly & Associates’s iShares S&P 500 Value ETF IVE Stock Holding History

Crumly & Associates’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 		$230K Hold
1,009
– – 0.04% 190
2026
Q2 		$229K Hold
1,009
– – 0.04% 182
2026
Q1 		$213K Hold
1,009
– – 0.04% 192
2025
Q4 		$214K Hold
1,009
– – 0.04% 188
2025
Q3 		$208K Buy
+1,009
New +$203K 0.05% 184

Other funds holding IVE

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
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Crumly & Associates's IVE Position: Q3 2026 in Review

Crumly & Associates held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 1,009 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #190.

Crumly & Associates first reported a position in IVE in Q3 2025 and has held it in 5 quarters since. 831 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Crumly & Associates held 1,009 shares of iShares S&P 500 Value ETF worth $230K as of Q3 2026.
  • Crumly & Associates left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up 0.04% of Crumly & Associates's portfolio in Q3 2026, its #190 holding.
  • Crumly & Associates first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 831 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.