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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
Q3 		$324K Buy
1,420
+12
+0.9% +$2.8K 0.02% 361
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

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

Everhart Financial Group's IVE Position: Q3 2026 in Review

Everhart Financial Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.85% in Q3 2026, buying an estimated $2.8K and bringing the position to 1,420 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #361.

Everhart Financial Group first reported a position in IVE in Q3 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Everhart Financial Group held 1,420 shares of iShares S&P 500 Value ETF worth $324K as of Q3 2026.
  • Everhart Financial Group bought 12 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $2.8K.
  • iShares S&P 500 Value ETF made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #361 holding.
  • Everhart Financial Group first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.