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

DecisionPoint Financial’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	$133K	Sell	583 -1	-0.2%	-$234	0.02%	88
2026 Q2	$133K	Buy	584 +11	+2%	+$2.46K	0.02%	69
2026 Q1	$121K	Hold	573	–	–	0.03%	62
2025 Q4	$122K	Buy	573 +492	+607%	+$103K	0.03%	60
2025 Q3	$16.8K	Hold	81	–	–	﹤0.01%	119
2025 Q2	$16K	Hold	81	–	–	﹤0.01%	127
2025 Q1	$15.4K	Hold	81	–	–	﹤0.01%	135
2024 Q4	$15.5K	Hold	81	–	–	﹤0.01%	135
2024 Q3	$16K	Hold	81	–	–	0.01%	133
2024 Q2	$15.4K	Hold	81	–	–	0.01%	136
2024 Q1	$14.6K	Hold	81	–	–	0.01%	142
2023 Q4	$14.1K	Buy	+81	New	+$13K	0.01%	117

Other funds holding IVE

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

DecisionPoint Financial's IVE Position: Q3 2026 in Review

DecisionPoint Financial reduced its iShares S&P 500 Value ETF (IVE) stake by 0.17% in Q3 2026, selling an estimated $234 and leaving 583 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #88.

DecisionPoint Financial first reported a position in IVE in Q4 2023 and has held it in 12 quarters since. 704 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

DecisionPoint Financial held 583 shares of iShares S&P 500 Value ETF worth $133K as of Q3 2026.
DecisionPoint Financial sold 1 iShares S&P 500 Value ETF share in Q3 2026, an estimated $234.
iShares S&P 500 Value ETF made up 0.02% of DecisionPoint Financial's portfolio in Q3 2026, its #88 holding.
DecisionPoint Financial first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.