Family Office Research’s iShares S&P 500 Value ETF IVE Stock Holding History

Family Office Research’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	$301K	Buy	1,327 +1	+0.1%	+$223	0.11%	64
2026 Q1	$280K	Buy	1,326 +1	+0.1%	+$217	0.12%	59
2025 Q4	$283K	Sell	1,325 -243	-15%	-$50.9K	0.12%	67
2025 Q3	$324K	Buy	1,568 +1	+0.1%	+$201	0.14%	62
2025 Q2	$306K	Sell	1,567 -29	-2%	-$5.4K	0.14%	58
2025 Q1	$304K	Sell	1,596 -284	-15%	-$55K	0.15%	55
2024 Q4	$359K	Buy	+1,880	New	+$373K	0.16%	50

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Family Office Research's IVE Position: Q2 2026 in Review

Family Office Research increased its iShares S&P 500 Value ETF (IVE) stake by 0.08% in Q2 2026, buying an estimated $223 and bringing the position to 1,327 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #64.

Family Office Research first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $359K in Q4 2024. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Family Office Research held 1,327 shares of iShares S&P 500 Value ETF worth $301K as of Q2 2026.
Family Office Research bought 1 iShares S&P 500 Value ETF share in Q2 2026, an estimated $223.
iShares S&P 500 Value ETF made up 0.11% of Family Office Research's portfolio in Q2 2026, its #64 holding.
Family Office Research first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Family Office Research's iShares S&P 500 Value ETF position peaked at $359K in Q4 2024.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.