Financial Services Advisory’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Financial Services Advisory's IVE Position: Q2 2026 in Review
Financial Services Advisory reduced its iShares S&P 500 Value ETF (IVE) stake by 9.4% in Q2 2026, selling an estimated $38K and leaving 1,646 shares worth $374K. The position accounts for 0.09% of the portfolio, ranked #57.
Financial Services Advisory first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $395K in Q4 2025. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Financial Services Advisory held 1,646 shares of iShares S&P 500 Value ETF worth $374K as of Q2 2026.
- Financial Services Advisory sold 170 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $38K.
- iShares S&P 500 Value ETF made up 0.09% of Financial Services Advisory's portfolio in Q2 2026, its #57 holding.
- Financial Services Advisory first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
- Financial Services Advisory's iShares S&P 500 Value ETF position peaked at $395K in Q4 2025.
- 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.