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Everhart Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Everhart Financial Group’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 		$320K Sell
1,408
-11
-0.8% -$2.46K 0.02% 350
2026
Q1 		$300K Buy
1,419
+9
+0.6% +$1.95K 0.03% 355
2025
Q4 		$299K Buy
1,410
+113
+9% +$23.7K 0.03% 327
2025
Q3 		$268K Buy
+1,297
New +$261K 0.03% 334

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

Everhart Financial Group's IVE Position: Q2 2026 in Review

Everhart Financial Group reduced its iShares S&P 500 Value ETF (IVE) stake by 0.78% in Q2 2026, selling an estimated $2.46K and leaving 1,408 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #350.

Everhart Financial Group first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Everhart Financial Group held 1,408 shares of iShares S&P 500 Value ETF worth $320K as of Q2 2026.
  • Everhart Financial Group sold 11 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.46K.
  • iShares S&P 500 Value ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #350 holding.
  • Everhart Financial Group first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.