Decker Retirement Planning
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Decker Retirement Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Decker Retirement Planning’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 		– Sell
-315
Closed -$71.5K – 429
2026
Q2 		$71.5K Buy
+315
New +$70.4K 0.02% 101
2026
Q1 		– Sell
-125
Closed -$26.4K – 299
2025
Q4 		$26.4K Buy
+125
New +$26.2K 0.01% 122
2025
Q1 		– Sell
-124
Closed -$23.7K – 403
2024
Q4 		$23.7K Buy
+124
New +$24.6K 0.01% 175

Other funds holding IVE

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Decker Retirement Planning's IVE Position: Q3 2026 in Review

Decker Retirement Planning sold out of iShares S&P 500 Value ETF (IVE) in Q3 2026, closing a stake of 315 shares — an estimated $71.5K sold.

Decker Retirement Planning first reported a position in IVE in Q4 2024 and held it in 3 quarters. The position peaked at $71.5K in Q2 2026. 720 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Decker Retirement Planning reported no remaining iShares S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 315 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $71.5K.
  • Decker Retirement Planning first reported a position in iShares S&P 500 Value ETF in Q4 2024 and held it in 3 quarters.
  • Decker Retirement Planning's iShares S&P 500 Value ETF position peaked at $71.5K in Q2 2026.
  • 720 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.