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Financial Enhancement Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Financial Enhancement Group’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 		$17.9M Buy
78,803
+734
+0.9% +$164K 2.13% 15
2026
Q1 		$17.2M Buy
78,069
+46,335
+146% +$10M 2.14% 13
2025
Q4 		$6.87M Sell
31,734
-534
-2% -$112K 0.89% 40
2025
Q3 		$6.73M Sell
32,268
-502
-2% -$101K 0.9% 39
2025
Q2 		$6.48M Sell
32,770
-11
-0% -$2.05K 0.93% 36
2025
Q1 		$5.83M Sell
32,781
-22,319
-41% -$4.32M 0.91% 38
2024
Q4 		$10.4M Buy
55,100
+15,287
+38% +$3.03M 1.6% 23
2024
Q3 		$5.98M Sell
39,813
-12,304
-24% -$2.34M 1.16% 27
2024
Q2 		$9.86M Buy
52,117
+106
+0.2% +$19.3K 1.59% 23
2024
Q1 		$9.29M Buy
52,011
+1,260
+2% +$224K 1.53% 21
2023
Q4 		$8.68M Buy
50,751
+13,298
+36% +$2.14M 1.53% 24
2023
Q3 		$5.81M Sell
37,453
-240
-0.6% -$38.8K 1.12% 31
2023
Q2 		$6.2M Sell
37,693
-2,120
-5% -$326K 1.15% 29
2023
Q1 		$5.98M Sell
39,813
-5,064
-11% -$765K 1.16% 27
2022
Q4 		$7.01M Sell
44,877
-6,357
-12% -$908K 1.34% 28
2022
Q3 		$6.58M Sell
51,234
-9,581
-16% -$1.36M 1.52% 17
2022
Q2 		$8.36M Buy
60,815
+9,346
+18% +$1.38M 1.8% 15
2022
Q1 		$8.02M Buy
+51,469
New +$7.92M 1.49% 17
2020
Q3 		– Sell
-14,961
Closed -$1.62M – 273
2020
Q2 		$1.62M Buy
+14,961
New +$1.59M 0.41% 43

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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Financial Enhancement Group's IVE Position: Q2 2026 in Review

Financial Enhancement Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.94% in Q2 2026, buying an estimated $164K and bringing the position to 78,803 shares worth $17.9M. The position accounts for 2.13% of the portfolio, ranked #15.

Financial Enhancement Group first reported a position in IVE in Q2 2020 and has held it in 19 quarters since. 584 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Financial Enhancement Group held 78,803 shares of iShares S&P 500 Value ETF worth $17.9M as of Q2 2026.
  • Financial Enhancement Group bought 734 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $164K.
  • iShares S&P 500 Value ETF made up 2.13% of Financial Enhancement Group's portfolio in Q2 2026, its #15 holding.
  • Financial Enhancement Group first reported a position in iShares S&P 500 Value ETF in Q2 2020 and has held it in 19 quarters since.
  • 584 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.