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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
Q3 		$247K Buy
1,083
+2
+0.2% +$467 0.13% 117
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Dickmeyer Boyce Financial Management's IVE Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.19% in Q3 2026, buying an estimated $467 and bringing the position to 1,083 shares worth $247K. 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 3 quarters since. The position peaked at $249K in Q1 2026. 61 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 1,083 shares of iShares S&P 500 Value ETF worth $247K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 2 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $467.
  • iShares S&P 500 Value ETF made up 0.13% of Dickmeyer Boyce Financial Management's portfolio in Q3 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 3 quarters since.
  • Dickmeyer Boyce Financial Management's iShares S&P 500 Value ETF position peaked at $249K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.