Fedenia Advisers’s iShares S&P 500 Value ETF IVE Stock Holding History

Fedenia Advisers’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	$841K	Sell	3,705 -1,067	-22%	-$238K	0.2%	64
2026 Q1	$1.01M	Sell	4,772 -5,206	-52%	-$1.13M	0.75%	25
2025 Q4	$2.12M	Buy	9,978 +4,310	+76%	+$903K	0.81%	35
2025 Q3	$1.17M	Buy	5,668 +706	+14%	+$142K	0.47%	58
2025 Q2	$970K	Buy	4,962 +519	+12%	+$96.7K	0.46%	59
2025 Q1	$847K	Buy	4,443 +993	+29%	+$192K	0.55%	36
2024 Q4	$659K	Buy	+3,450	New	+$684K	0.39%	50

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Fedenia Advisers's IVE Position: Q2 2026 in Review

Fedenia Advisers reduced its iShares S&P 500 Value ETF (IVE) stake by 22% in Q2 2026, selling an estimated $238K and leaving 3,705 shares worth $841K. The position accounts for 0.2% of the portfolio, ranked #64.

Fedenia Advisers first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q4 2025. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Fedenia Advisers held 3,705 shares of iShares S&P 500 Value ETF worth $841K as of Q2 2026.
Fedenia Advisers sold 1,067 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $238K.
iShares S&P 500 Value ETF made up 0.2% of Fedenia Advisers's portfolio in Q2 2026, its #64 holding.
Fedenia Advisers first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Fedenia Advisers's iShares S&P 500 Value ETF position peaked at $2.12M in Q4 2025.
616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.