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Dynamic Advisor Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Dynamic Advisor Solutions’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 		$635K Sell
2,797
-566
-17% -$126K 0.02% 610
2026
Q1 		$710K Buy
3,363
+21
+0.6% +$4.55K 0.02% 549
2025
Q4 		$709K Buy
3,342
+266
+9% +$55.7K 0.02% 538
2025
Q3 		$635K Sell
3,076
-93
-3% -$18.7K 0.02% 567
2025
Q2 		$619K Sell
3,169
-193
-6% -$36K 0.02% 558
2025
Q1 		$641K Sell
3,362
-555
-14% -$107K 0.02% 527
2024
Q4 		$748K Sell
3,917
-2,907
-43% -$577K 0.03% 367
2024
Q3 		$1.35M Sell
6,824
-624
-8% -$119K 0.04% 382
2024
Q2 		$1.36M Buy
7,448
+12
+0.2% +$2.19K 0.04% 381
2024
Q1 		$1.39M Buy
7,436
+131
+2% +$23.3K 0.05% 370
2023
Q4 		$1.27M Buy
7,305
+650
+10% +$104K 0.05% 361
2023
Q3 		$1.02M Buy
6,655
+2,063
+45% +$333K 0.05% 350
2023
Q2 		$740K Buy
4,592
+988
+27% +$152K 0.04% 410
2023
Q1 		$547K Hold
3,604
– – 0.03% 449
2022
Q4 		$523K Buy
3,604
+135
+4% +$19.3K 0.04% 427
2022
Q3 		$446K Buy
3,469
+31
+0.9% +$4.39K 0.03% 413
2022
Q2 		$473K Sell
3,438
-1,091
-24% -$161K 0.04% 411
2022
Q1 		$705K Buy
4,529
+1,078
+31% +$166K 0.05% 349
2021
Q4 		$541K Sell
3,451
-1,024
-23% -$156K 0.04% 404
2021
Q3 		$651K Buy
4,475
+424
+10% +$63.2K 0.05% 384
2021
Q2 		$598K Sell
4,051
-642
-14% -$94.6K 0.05% 387
2021
Q1 		$663K Buy
4,693
+764
+19% +$103K 0.06% 320
2020
Q4 		$503K Sell
3,929
-1,972
-33% -$239K 0.05% 361
2020
Q3 		$664K Buy
5,901
+7
+0.1% +$793 0.08% 267
2020
Q2 		$638K Sell
5,894
-544
-8% -$57.7K 0.09% 242
2020
Q1 		$620K Sell
6,438
-215
-3% -$25.6K 0.11% 214
2019
Q4 		$865K Buy
6,653
+5
+0.1% +$622 0.12% 210
2019
Q3 		$792K Sell
6,648
-4
-0.1% -$469 0.12% 198
2019
Q2 		$775K Buy
6,652
+1,731
+35% +$198K 0.12% 193
2019
Q1 		$555K Buy
4,921
+1
+0% +$110 0.1% 207
2018
Q4 		$532K Buy
4,920
+2,379
+94% +$260K 0.11% 192
2018
Q3 		$294K Sell
2,541
-8,789
-78% -$1.01M 0.06% 308
2018
Q2 		$1.25M Buy
11,330
+954
+9% +$106K 0.28% 106
2018
Q1 		$1.14M Buy
10,376
+2,909
+39% +$332K 0.29% 102
2017
Q4 		$853K Buy
7,467
+195
+3% +$21.6K 0.28% 110
2017
Q3 		$785K Buy
7,272
+188
+3% +$19.9K 0.31% 104
2017
Q2 		$744K Sell
7,084
-412
-5% -$42.9K 0.29% 105
2017
Q1 		$780K Sell
7,496
-245
-3% -$25.5K 0.3% 98
2016
Q4 		$785K Buy
7,741
+750
+11% +$73.2K 0.31% 92
2016
Q3 		$664K Buy
6,991
+450
+7% +$42.8K 0.25% 120
2016
Q2 		$608K Buy
6,541
+782
+14% +$71.6K 0.25% 110
2016
Q1 		$518K Sell
5,759
-20
-0.3% -$1.71K 0.22% 115
2015
Q4 		$512K Buy
5,779
+557
+11% +$49.8K 0.21% 122
2015
Q3 		$439K Buy
+5,222
New +$467K 0.22% 104
2015
Q2 		– Sell
-6,184
Closed -$572K – 173
2015
Q1 		$572K Sell
6,184
-1,756
-22% -$163K 0.29% 104
2014
Q4 		$745K Buy
7,940
+5,365
+208% +$492K 0.4% 75
2014
Q3 		$232K Buy
+2,575
New +$234K 0.13% 167

Other funds holding IVE

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Dynamic Advisor Solutions's IVE Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares S&P 500 Value ETF (IVE) stake by 17% in Q2 2026, selling an estimated $126K and leaving 2,797 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #610.

Dynamic Advisor Solutions first reported a position in IVE in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.39M in Q1 2024. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Dynamic Advisor Solutions held 2,797 shares of iShares S&P 500 Value ETF worth $635K as of Q2 2026.
  • Dynamic Advisor Solutions sold 566 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $126K.
  • iShares S&P 500 Value ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #610 holding.
  • Dynamic Advisor Solutions first reported a position in iShares S&P 500 Value ETF in Q3 2014 and has held it in 47 quarters since.
  • Dynamic Advisor Solutions's iShares S&P 500 Value ETF position peaked at $1.39M in Q1 2024.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.