FFG Retirement Advisors
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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
Q3 		$6.13M Sell
26,841
-1,490
-5% -$348K 3.26% 9
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

FFG Retirement Advisors's IVE Position: Q3 2026 in Review

FFG Retirement Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 5.3% in Q3 2026, selling an estimated $348K and leaving 26,841 shares worth $6.13M. The position accounts for 3.26% of the portfolio, ranked #9.

FFG Retirement Advisors first reported a position in IVE in Q1 2024 and has held it in 11 quarters since. The position peaked at $7.65M in Q1 2026. 1,201 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • FFG Retirement Advisors held 26,841 shares of iShares S&P 500 Value ETF worth $6.13M as of Q3 2026.
  • FFG Retirement Advisors sold 1,490 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $348K.
  • iShares S&P 500 Value ETF made up 3.26% of FFG Retirement Advisors's portfolio in Q3 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 11 quarters since.
  • FFG Retirement Advisors's iShares S&P 500 Value ETF position peaked at $7.65M in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on FFG Retirement Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.