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Financial Synergies Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Financial Synergies Wealth 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 		$7M Buy
30,845
+109
+0.4% +$24.3K 0.59% 24
2026
Q1 		$6.49M Buy
30,736
+98
+0.3% +$21.2K 0.62% 23
2025
Q4 		$6.5M Sell
30,638
-401
-1% -$84K 0.63% 21
2025
Q3 		$6.41M Buy
31,039
+123
+0.4% +$24.7K 0.65% 20
2025
Q2 		$6.04M Buy
30,916
+123
+0.4% +$22.9K 0.66% 20
2025
Q1 		$5.87M Buy
30,793
+2,084
+7% +$403K 0.71% 19
2024
Q4 		$5.48M Buy
28,709
+160
+0.6% +$31.7K 0.68% 19
2024
Q3 		$5.63M Buy
28,549
+164
+0.6% +$31.2K 0.7% 19
2024
Q2 		$5.17M Sell
28,385
-89
-0.3% -$16.2K 0.7% 21
2024
Q1 		$5.32M Buy
28,474
+637
+2% +$113K 0.7% 22
2023
Q4 		$4.04M Sell
27,837
-225
-0.8% -$36.2K 0.63% 24
2023
Q3 		$4.32M Hold
28,062
– – 0.62% 24
2023
Q2 		$4.52M Buy
28,062
+96
+0.3% +$14.8K 0.63% 22
2023
Q1 		$4.24M Buy
27,966
+129
+0.5% +$19.5K 0.62% 24
2022
Q4 		$4.04M Buy
27,837
+353
+1% +$50.4K 0.63% 24
2022
Q3 		$3.53M Hold
27,484
– – 0.61% 20
2022
Q2 		$3.78M Buy
27,484
+25,722
+1,460% +$3.8M 0.62% 20
2022
Q1 		$274K Buy
1,762
+8
+0.5% +$1.23K 0.04% 52
2021
Q4 		$275K Buy
1,754
+19
+1% +$2.89K 0.04% 60
2021
Q3 		$252K Hold
1,735
– – 0.03% 58
2021
Q2 		$256K Buy
1,735
+14
+0.8% +$2.06K 0.04% 55
2021
Q1 		$243K Hold
1,721
– – 0.04% 53
2020
Q4 		$220K Buy
+1,721
New +$208K 0.03% 55

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 Synergies Wealth Advisors's IVE Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.35% in Q2 2026, buying an estimated $24.3K and bringing the position to 30,845 shares worth $7M. The position accounts for 0.59% of the portfolio, ranked #24.

Financial Synergies Wealth Advisors first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. 597 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Financial Synergies Wealth Advisors held 30,845 shares of iShares S&P 500 Value ETF worth $7M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 109 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $24.3K.
  • iShares S&P 500 Value ETF made up 0.59% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Financial Synergies Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 597 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.