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

Fiducient 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	$359K	Sell	1,579 -420	-21%	-$93.8K	0.05%	116
2026 Q1	$422K	Sell	1,999 -126	-6%	-$27.3K	0.06%	97
2025 Q4	$451K	Sell	2,125 -47	-2%	-$9.85K	0.06%	115
2025 Q3	$449K	Buy	2,172 +4	+0.2%	+$803	0.05%	101
2025 Q2	$424K	Sell	2,168 -33	-1%	-$6.15K	0.05%	100
2025 Q1	$420K	Buy	2,201 +4	+0.2%	+$774	0.05%	104
2024 Q4	$419K	Sell	2,197 -12	-0.5%	-$2.38K	0.05%	102
2024 Q3	$436K	Buy	2,209 +23	+1%	+$4.37K	0.05%	94
2024 Q2	$398K	Buy	2,186 +982	+82%	+$179K	0.05%	100
2024 Q1	$225K	Buy	+1,204	New	+$214K	0.04%	121
2023 Q4	–	Sell	-1,324	Closed	-$205K	–	117
2023 Q3	$205K	Buy	+1,324	New	+$214K	0.01%	107
2019 Q1	–	Sell	-4,042	Closed	-$409K	–	22
2018 Q4	$409K	Buy	4,042 +54	+1%	+$5.91K	0.23%	18
2018 Q3	$462K	Sell	3,988 -87	-2%	-$9.98K	0.23%	17
2018 Q2	$449K	Hold	4,075	–	–	0.23%	17
2018 Q1	$446K	Buy	+4,075	New	+$466K	0.23%	16

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fiducient Advisors's IVE Position: Q2 2026 in Review

Fiducient Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 21% in Q2 2026, selling an estimated $93.8K and leaving 1,579 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #116.

Fiducient Advisors first reported a position in IVE in Q1 2018 and has held it in 15 quarters since. The position peaked at $462K in Q3 2018. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Fiducient Advisors held 1,579 shares of iShares S&P 500 Value ETF worth $359K as of Q2 2026.
Fiducient Advisors sold 420 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $93.8K.
iShares S&P 500 Value ETF made up 0.05% of Fiducient Advisors's portfolio in Q2 2026, its #116 holding.
Fiducient Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2018 and has held it in 15 quarters since.
Fiducient Advisors's iShares S&P 500 Value ETF position peaked at $462K in Q3 2018.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.