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Farther Finance Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Farther Finance Advisors’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 		$33.1M Sell
145,908
-12,139
-8% -$2.71M 0.26% 70
2026
Q1 		$33.4M Sell
158,047
-19,094
-11% -$4.13M 0.32% 64
2025
Q4 		$37.6M Buy
177,141
+64,564
+57% +$13.5M 0.4% 49
2025
Q3 		$23.2M Buy
112,577
+19,463
+21% +$3.91M 0.35% 55
2025
Q2 		$18.2M Sell
93,114
-34,060
-27% -$6.34M 0.36% 48
2025
Q1 		$24.2M Buy
127,174
+39,012
+44% +$7.55M 0.62% 23
2024
Q4 		$16.8M Buy
88,162
+7,781
+10% +$1.54M 0.61% 28
2024
Q3 		$15.8M Buy
80,381
+13,432
+20% +$2.55M 0.59% 26
2024
Q2 		$12.1M Buy
66,949
+15,074
+29% +$2.75M 0.59% 28
2024
Q1 		$9.63M Buy
51,875
+27,947
+117% +$4.97M 0.59% 30
2023
Q4 		$4.16M Buy
23,928
+22,998
+2,473% +$3.7M 0.3% 69
2023
Q3 		$143K Buy
930
+928
+46,400% +$150K 0.02% 455
2023
Q2 		$322 Sell
2
-32
-94% -$4.92K ﹤0.01% 2266
2023
Q1 		$5.16K Buy
+34
New +$5.14K ﹤0.01% 1332

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Farther Finance Advisors's IVE Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 7.7% in Q2 2026, selling an estimated $2.71M and leaving 145,908 shares worth $33.1M. The position accounts for 0.26% of the portfolio, ranked #70.

Farther Finance Advisors first reported a position in IVE in Q1 2023 and has held it in 14 quarters since. The position peaked at $37.6M in Q4 2025. 545 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Farther Finance Advisors held 145,908 shares of iShares S&P 500 Value ETF worth $33.1M as of Q2 2026.
  • Farther Finance Advisors sold 12,139 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.71M.
  • iShares S&P 500 Value ETF made up 0.26% of Farther Finance Advisors's portfolio in Q2 2026, its #70 holding.
  • Farther Finance Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's iShares S&P 500 Value ETF position peaked at $37.6M in Q4 2025.
  • 545 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.