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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
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

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Ferguson Wellman Capital Management's IVE Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its iShares S&P 500 Value ETF (IVE) stake by 2% in Q2 2026, selling an estimated $9.83K and leaving 2,105 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #309.

Ferguson Wellman Capital Management first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 671 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Ferguson Wellman Capital Management held 2,105 shares of iShares S&P 500 Value ETF worth $478K as of Q2 2026.
  • Ferguson Wellman Capital Management sold 44 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $9.83K.
  • iShares S&P 500 Value ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #309 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 671 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.