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Dickmeyer Boyce Financial Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Dickmeyer Boyce Financial Management’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 		$245K Sell
1,081
-100
-8% -$22.3K 0.13% 117
2026
Q1 		$249K Buy
+1,181
New +$256K 0.15% 108

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

Dickmeyer Boyce Financial Management's IVE Position: Q2 2026 in Review

Dickmeyer Boyce Financial Management reduced its iShares S&P 500 Value ETF (IVE) stake by 8.5% in Q2 2026, selling an estimated $22.3K and leaving 1,081 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #117.

Dickmeyer Boyce Financial Management first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. The position peaked at $249K in Q1 2026. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Dickmeyer Boyce Financial Management held 1,081 shares of iShares S&P 500 Value ETF worth $245K as of Q2 2026.
  • Dickmeyer Boyce Financial Management sold 100 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $22.3K.
  • iShares S&P 500 Value ETF made up 0.13% of Dickmeyer Boyce Financial Management's portfolio in Q2 2026, its #117 holding.
  • Dickmeyer Boyce Financial Management first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Dickmeyer Boyce Financial Management's iShares S&P 500 Value ETF position peaked at $249K in Q1 2026.
  • 1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.