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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Decker Retirement Planning's IVE Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 315 shares worth $71.5K. The stake represents 0.02% of the portfolio and ranks #101 among its holdings. This is a return to the name: Decker Retirement Planning previously reported a position in IVE as recently as Q4 2025.

Decker Retirement Planning first reported a position in IVE in Q4 2024 and has held it in 3 quarters since. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Decker Retirement Planning held 315 shares of iShares S&P 500 Value ETF worth $71.5K as of Q2 2026.
  • iShares S&P 500 Value ETF was a new Decker Retirement Planning position in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.02% of Decker Retirement Planning's portfolio in Q2 2026, its #101 holding.
  • Decker Retirement Planning first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.