CWS Financial Advisors
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CWS Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

CWS Financial Advisors’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 		$606K Buy
2,653
+2
+0.1% +$467 0.13% 88
2026
Q2 		$602K Buy
2,651
+2
+0.1% +$447 0.13% 89
2026
Q1 		$559K Sell
2,649
-54
-2% -$11.7K 0.14% 87
2025
Q4 		$573K Buy
2,703
+3
+0.1% +$629 0.16% 86
2025
Q3 		$558K Buy
2,700
+2
+0.1% +$402 0.15% 78
2025
Q2 		$527K Buy
2,698
+2
+0.1% +$373 0.15% 80
2025
Q1 		$514K Buy
2,696
+42
+2% +$8.13K 0.16% 74
2024
Q4 		$507K Buy
2,654
+3
+0.1% +$595 0.16% 70
2024
Q3 		$523K Buy
2,651
+2
+0.1% +$380 0.19% 63
2024
Q2 		$482K Buy
2,649
+59
+2% +$10.7K 0.19% 59
2024
Q1 		$484K Buy
2,590
+2
+0.1% +$355 0.2% 56
2023
Q4 		$450K Hold
2,588
– – 0.17% 91
2023
Q3 		$398K Hold
2,588
– – 0.16% 101
2023
Q2 		$417K Hold
2,588
– – 0.16% 97
2023
Q1 		$393K Hold
2,588
– – 0.16% 102
2022
Q4 		$366K Hold
2,588
– – 0.16% 94
2022
Q3 		$333K Hold
2,588
– – 0.16% 104
2022
Q2 		$356K Hold
2,588
– – 0.16% 102
2022
Q1 		$403K Hold
2,588
– – 0.15% 96
2021
Q4 		$405K Buy
+2,588
New +$394K 0.14% 101
2021
Q2 		$382K Hold
2,588
– – 0.15% 98
2021
Q1 		$366K Hold
2,588
– – 0.16% 94
2020
Q4 		$331K Hold
2,588
– – 0.19% 95
2020
Q3 		$291K Hold
2,588
– – 0.19% 96
2020
Q2 		$280K Sell
2,588
-643
-20% -$68.2K 0.2% 101
2020
Q1 		$420K Hold
3,231
– – 0.31% 73
2019
Q4 		$420K Buy
+3,231
New +$402K 0.31% 74

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

CWS Financial Advisors's IVE Position: Q3 2026 in Review

CWS Financial Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.08% in Q3 2026, buying an estimated $467 and bringing the position to 2,653 shares worth $606K. The position accounts for 0.13% of the portfolio, ranked #88.

CWS Financial Advisors first reported a position in IVE in Q4 2019 and has held it in 27 quarters since. 1,436 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • CWS Financial Advisors held 2,653 shares of iShares S&P 500 Value ETF worth $606K as of Q3 2026.
  • CWS Financial Advisors bought 2 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $467.
  • iShares S&P 500 Value ETF made up 0.13% of CWS Financial Advisors's portfolio in Q3 2026, its #88 holding.
  • CWS Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,436 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

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