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 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

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

DecisionPoint Financial's IVE Position: Q2 2026 in Review

DecisionPoint Financial increased its iShares S&P 500 Value ETF (IVE) stake by 1.9% in Q2 2026, buying an estimated $2.46K and bringing the position to 584 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #69.

DecisionPoint Financial first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

DecisionPoint Financial held 584 shares of iShares S&P 500 Value ETF worth $133K as of Q2 2026.
DecisionPoint Financial bought 11 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.46K.
iShares S&P 500 Value ETF made up 0.02% of DecisionPoint Financial's portfolio in Q2 2026, its #69 holding.
DecisionPoint Financial first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.