DM
IVE icon

Diversified Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Diversified 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 		$331K Buy
1,451
+5
+0.3% +$1.17K 0.06% 191
2026
Q2 		$328K Buy
1,446
+360
+33% +$80.4K 0.07% 131
2026
Q1 		$229K Buy
1,086
+4
+0.4% +$866 0.04% 244
2025
Q4 		$229K Buy
+1,082
New +$227K 0.05% 165

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
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Diversified Management's IVE Position: Q3 2026 in Review

Diversified Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.35% in Q3 2026, buying an estimated $1.17K and bringing the position to 1,451 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #191.

Diversified Management first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Diversified Management held 1,451 shares of iShares S&P 500 Value ETF worth $331K as of Q3 2026.
  • Diversified Management bought 5 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $1.17K.
  • iShares S&P 500 Value ETF made up 0.06% of Diversified Management's portfolio in Q3 2026, its #191 holding.
  • Diversified Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

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