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FFG Retirement Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

FFG Retirement 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 		$6.43M Sell
28,331
-7,902
-22% -$1.77M 3.41% 9
2026
Q1 		$7.65M Buy
36,233
+14,882
+70% +$3.22M 4.45% 3
2025
Q4 		$4.53M Buy
21,351
+149
+0.7% +$31.2K 2.81% 14
2025
Q3 		$4.38M Buy
21,202
+251
+1% +$50.4K 2.72% 14
2025
Q2 		$4.09M Buy
20,951
+6,096
+41% +$1.14M 2.57% 15
2025
Q1 		$2.83M Buy
14,855
+1,095
+8% +$212K 1.93% 20
2024
Q4 		$2.63M Buy
13,760
+346
+3% +$68.6K 1.72% 25
2024
Q3 		$2.64M Buy
13,414
+6
+0% +$1.14K 1.72% 22
2024
Q2 		$2.44M Buy
13,408
+804
+6% +$146K 1.7% 23
2024
Q1 		$2.35M Buy
+12,604
New +$2.24M 1.66% 22

Other funds holding IVE

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFG Retirement Advisors's IVE Position: Q2 2026 in Review

FFG Retirement Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 22% in Q2 2026, selling an estimated $1.77M and leaving 28,331 shares worth $6.43M. The position accounts for 3.41% of the portfolio, ranked #9.

FFG Retirement Advisors first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.65M in Q1 2026. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • FFG Retirement Advisors held 28,331 shares of iShares S&P 500 Value ETF worth $6.43M as of Q2 2026.
  • FFG Retirement Advisors sold 7,902 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.77M.
  • iShares S&P 500 Value ETF made up 3.41% of FFG Retirement Advisors's portfolio in Q2 2026, its #9 holding.
  • FFG Retirement Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • FFG Retirement Advisors's iShares S&P 500 Value ETF position peaked at $7.65M in Q1 2026.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.