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Financial Life Planners’s iShares S&P 500 Value ETF IVE Stock Holding History

Financial Life Planners’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 		$126K Buy
557
+2
+0.4% +$447 0.08% 80
2026
Q1 		$117K Buy
+555
New +$120K 0.09% 77
2025
Q4 		– Sell
-550
Closed -$114K – 184
2025
Q3 		$114K Buy
+550
New +$110K 0.08% 83
2025
Q2 		– Sell
-649
Closed -$124K – 69
2025
Q1 		$124K Buy
649
+2
+0.3% +$387 0.12% 69
2024
Q4 		$123K Buy
+647
New +$128K 0.1% 65

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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 $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Financial Life Planners's IVE Position: Q2 2026 in Review

Financial Life Planners increased its iShares S&P 500 Value ETF (IVE) stake by 0.36% in Q2 2026, buying an estimated $447 and bringing the position to 557 shares worth $126K. The position accounts for 0.08% of the portfolio, ranked #80.

Financial Life Planners first reported a position in IVE in Q4 2024 and has held it in 5 quarters since. 896 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Financial Life Planners held 557 shares of iShares S&P 500 Value ETF worth $126K as of Q2 2026.
  • Financial Life Planners bought 2 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $447.
  • iShares S&P 500 Value ETF made up 0.08% of Financial Life Planners's portfolio in Q2 2026, its #80 holding.
  • Financial Life Planners first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 896 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.