FF
IVE icon

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

Finley Financial’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 		$1.96M Sell
8,635
-200
-2% -$44.7K 0.79% 23
2026
Q1 		$1.87M Hold
8,835
– – 0.87% 21
2025
Q4 		$1.87M Sell
8,835
-250
-3% -$52.4K 0.86% 21
2025
Q3 		$1.88M Hold
9,085
– – 0.87% 22
2025
Q2 		$1.78M Hold
9,085
– – 0.89% 22
2025
Q1 		$1.67M Sell
9,085
-170
-2% -$32.9K 0.93% 23
2024
Q4 		$1.78M Buy
+9,255
New +$1.84M 0.93% 24

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Finley Financial's IVE Position: Q2 2026 in Review

Finley Financial reduced its iShares S&P 500 Value ETF (IVE) stake by 2.3% in Q2 2026, selling an estimated $44.7K and leaving 8,635 shares worth $1.96M. The position accounts for 0.79% of the portfolio, ranked #23.

Finley Financial first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Finley Financial held 8,635 shares of iShares S&P 500 Value ETF worth $1.96M as of Q2 2026.
  • Finley Financial sold 200 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $44.7K.
  • iShares S&P 500 Value ETF made up 0.79% of Finley Financial's portfolio in Q2 2026, its #23 holding.
  • Finley Financial first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.