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David J. Yvars Group’s iShares S&P 500 Value ETF IVE Stock Holding History

David J. Yvars Group’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 		$306K Buy
1,342
+180
+15% +$42K 0.14% 71
2026
Q2 		$264K Sell
1,162
-10
-0.9% -$2.23K 0.12% 77
2026
Q1 		$247K Sell
1,172
-136
-10% -$29.4K 0.14% 71
2025
Q4 		$277K Buy
1,308
+258
+25% +$54.1K 0.15% 71
2025
Q3 		$217K Sell
1,050
-52
-5% -$10.4K 0.12% 84
2025
Q2 		$215K Buy
+1,102
New +$205K 0.13% 77

Other funds holding IVE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

David J. Yvars Group's IVE Position: Q3 2026 in Review

David J. Yvars Group increased its iShares S&P 500 Value ETF (IVE) stake by 15% in Q3 2026, buying an estimated $42K and bringing the position to 1,342 shares worth $306K. The position accounts for 0.14% of the portfolio, ranked #71.

David J. Yvars Group first reported a position in IVE in Q2 2025 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • David J. Yvars Group held 1,342 shares of iShares S&P 500 Value ETF worth $306K as of Q3 2026.
  • David J. Yvars Group bought 180 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $42K.
  • iShares S&P 500 Value ETF made up 0.14% of David J. Yvars Group's portfolio in Q3 2026, its #71 holding.
  • David J. Yvars Group first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.