First Command Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

First Command Advisory Services’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	$143K	Sell	629 -3,553	-85%	-$794K	﹤0.01%	242
2026 Q1	$883K	Hold	4,182	–	–	0.01%	97
2025 Q4	$887K	Sell	4,182 -81	-2%	-$17K	0.01%	96
2025 Q3	$880K	Hold	4,263	–	–	0.01%	96
2025 Q2	$833K	Hold	4,263	–	–	0.01%	93
2025 Q1	$812K	Hold	4,263	–	–	0.01%	90
2024 Q4	$814K	Hold	4,263	–	–	0.01%	83
2024 Q3	$841K	Sell	4,263 -262	-6%	-$49.8K	0.01%	89
2024 Q2	$824K	Sell	4,525 -81	-2%	-$14.8K	0.01%	78
2024 Q1	$860K	Buy	4,606 +262	+6%	+$46.6K	0.01%	74
2023 Q4	$755K	Buy	4,344 +3,681	+555%	+$592K	0.01%	73
2023 Q3	$102K	Buy	+663	New	+$107K	﹤0.01%	190
2021 Q1	–	Sell	-221	Closed	–	–	41
2020 Q4	$0	Buy	+221	New	+$26.7K	﹤0.01%	59

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

First Command Advisory Services's IVE Position: Q2 2026 in Review

First Command Advisory Services reduced its iShares S&P 500 Value ETF (IVE) stake by 85% in Q2 2026, selling an estimated $794K and leaving 629 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

First Command Advisory Services first reported a position in IVE in Q4 2020 and has held it in 13 quarters since. The position peaked at $887K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

First Command Advisory Services held 629 shares of iShares S&P 500 Value ETF worth $143K as of Q2 2026.
First Command Advisory Services sold 3,553 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $794K.
iShares S&P 500 Value ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #242 holding.
First Command Advisory Services first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 13 quarters since.
First Command Advisory Services's iShares S&P 500 Value ETF position peaked at $887K in Q4 2025.
1,299 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.