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Ferguson Wellman Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Ferguson Wellman Capital Management’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 		$396K Sell
1,736
-369
-18% -$86.2K ﹤0.01% 330
2026
Q2 		$478K Sell
2,105
-44
-2% -$9.83K 0.01% 309
2026
Q1 		$454K Hold
2,149
– – 0.01% 299
2025
Q4 		$456K Buy
2,149
+503
+31% +$105K 0.01% 262
2025
Q3 		$340K Buy
1,646
+47
+3% +$9.44K 0.01% 293
2025
Q2 		$312K Sell
1,599
-26
-2% -$4.84K 0.01% 288
2025
Q1 		$310K Buy
+1,625
New +$314K 0.01% 297

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

Ferguson Wellman Capital Management's IVE Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its iShares S&P 500 Value ETF (IVE) stake by 18% in Q3 2026, selling an estimated $86.2K and leaving 1,736 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Ferguson Wellman Capital Management first reported a position in IVE in Q1 2025 and has held it in 7 quarters since. The position peaked at $478K in Q2 2026. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Ferguson Wellman Capital Management held 1,736 shares of iShares S&P 500 Value ETF worth $396K as of Q3 2026.
  • Ferguson Wellman Capital Management sold 369 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $86.2K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #330 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 7 quarters since.
  • Ferguson Wellman Capital Management's iShares S&P 500 Value ETF position peaked at $478K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.