CFMC
IVE icon

Curbstone Financial Management Corp’s iShares S&P 500 Value ETF IVE Stock Holding History

Curbstone Financial Management Corp’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 		$539K Hold
2,374
– – 0.09% 174
2026
Q1 		$501K Hold
2,374
– – 0.1% 172
2025
Q4 		$503K Sell
2,374
-358
-13% -$75K 0.1% 170
2025
Q3 		$564K Buy
+2,732
New +$549K 0.11% 155

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

Curbstone Financial Management Corp's IVE Position: Q2 2026 in Review

Curbstone Financial Management Corp held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 2,374 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #174.

Curbstone Financial Management Corp first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $564K in Q3 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Curbstone Financial Management Corp held 2,374 shares of iShares S&P 500 Value ETF worth $539K as of Q2 2026.
  • Curbstone Financial Management Corp left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.09% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #174 holding.
  • Curbstone Financial Management Corp first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Curbstone Financial Management Corp's iShares S&P 500 Value ETF position peaked at $564K in Q3 2025.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.