CVA Family Office’s iShares S&P 500 Value ETF IVE Stock Holding History

CVA Family Office’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	$824K	Hold	3,627	–	–	0.07%	142
2026 Q1	$766K	Hold	3,627	–	–	0.08%	136
2025 Q4	$769K	Hold	3,627	–	–	0.09%	124
2025 Q3	$749K	Hold	3,627	–	–	0.1%	125
2025 Q2	$709K	Hold	3,627	–	–	0.1%	127
2025 Q1	$691K	Hold	3,627	–	–	0.11%	126
2024 Q4	$692K	Hold	3,627	–	–	0.11%	123
2024 Q3	$715K	Hold	3,627	–	–	0.12%	120
2024 Q2	$660K	Hold	3,627	–	–	0.12%	117
2024 Q1	$678K	Hold	3,627	–	–	0.12%	116
2023 Q4	$631K	Hold	3,627	–	–	0.12%	115
2023 Q3	$558K	Hold	3,627	–	–	0.13%	119
2023 Q2	$585K	Hold	3,627	–	–	0.12%	117
2023 Q1	$550K	Buy	3,627 +520	+17%	+$78.6K	0.12%	117
2022 Q4	$451K	Buy	3,107 +2,940	+1,760%	+$420K	0.11%	122
2022 Q3	$21K	Hold	167	–	–	0.01%	514
2022 Q2	$23K	Hold	167	–	–	0.01%	514
2022 Q1	$26K	Hold	167	–	–	0.01%	513
2021 Q4	$26K	Sell	167 -257	-61%	-$39.1K	0.01%	485
2021 Q3	$48K	Buy	424 +257	+154%	+$38.3K	0.03%	188
2021 Q2	$25K	Hold	167	–	–	0.01%	483
2021 Q1	$24K	Sell	167 -257	-61%	-$34.6K	0.01%	374
2020 Q4	$54K	Hold	424	–	–	0.03%	187
2020 Q3	$48K	Hold	424	–	–	0.03%	188
2020 Q2	$46K	Hold	424	–	–	0.04%	171
2020 Q1	$41K	Buy	+424	New	+$50.5K	0.04%	157

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

CVA Family Office's IVE Position: Q2 2026 in Review

CVA Family Office held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 3,627 shares worth $824K. The position accounts for 0.07% of the portfolio, ranked #142.

CVA Family Office first reported a position in IVE in Q1 2020 and has held it in 26 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

CVA Family Office held 3,627 shares of iShares S&P 500 Value ETF worth $824K as of Q2 2026.
CVA Family Office left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.07% of CVA Family Office's portfolio in Q2 2026, its #142 holding.
CVA Family Office first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.