First Foundation Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

First Foundation 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	$5.68M	Buy	25,016 +1,581	+7%	+$353K	0.2%	75
2026 Q1	$4.95M	Buy	23,435 +2,996	+15%	+$649K	0.2%	79
2025 Q4	$4.33M	Buy	20,439 +3,345	+20%	+$701K	0.16%	93
2025 Q3	$3.53M	Buy	17,094 +3,354	+24%	+$674K	0.13%	109
2025 Q2	$2.69M	Buy	13,740 +5,689	+71%	+$1.06M	0.1%	119
2025 Q1	$1.53M	Buy	8,051 +2,314	+40%	+$448K	0.06%	140
2024 Q4	$1.1M	Buy	5,737 +340	+6%	+$67.4K	0.04%	165
2024 Q3	$1.06M	Buy	5,397 +920	+21%	+$175K	0.04%	171
2024 Q2	$815K	Buy	4,477 +726	+19%	+$132K	0.03%	179
2024 Q1	$701K	Buy	3,751 +1,101	+42%	+$196K	0.03%	200
2023 Q4	$461K	Buy	2,650 +125	+5%	+$20.1K	0.02%	240
2023 Q3	$388K	Buy	2,525 +1,008	+66%	+$163K	0.02%	281
2023 Q2	$245K	Sell	1,517 -1,877	-55%	-$289K	0.01%	351
2023 Q1	$515K	Hold	3,394	–	–	0.02%	229
2022 Q4	$492K	Hold	3,394	–	–	0.02%	249
2022 Q3	$436K	Buy	3,394 +1,598	+89%	+$226K	0.02%	249
2022 Q2	$247K	Sell	1,796 -30	-2%	-$4.43K	0.01%	341
2022 Q1	$284K	Hold	1,826	–	–	0.01%	345
2021 Q4	$286K	Hold	1,826	–	–	0.01%	349
2021 Q3	$266K	Sell	1,826 -166	-8%	-$24.7K	0.01%	360
2021 Q2	$294K	Buy	+1,992	New	+$293K	0.01%	362
2018 Q1	–	Sell	-2,918	Closed	-$333K	–	337
2017 Q4	$333K	Buy	+2,918	New	+$323K	0.02%	263

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Foundation Advisors's IVE Position: Q2 2026 in Review

First Foundation Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 6.7% in Q2 2026, buying an estimated $353K and bringing the position to 25,016 shares worth $5.68M. The position accounts for 0.2% of the portfolio, ranked #75.

First Foundation Advisors first reported a position in IVE in Q4 2017 and has held it in 22 quarters since. 1,765 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

First Foundation Advisors held 25,016 shares of iShares S&P 500 Value ETF worth $5.68M as of Q2 2026.
First Foundation Advisors bought 1,581 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $353K.
iShares S&P 500 Value ETF made up 0.2% of First Foundation Advisors's portfolio in Q2 2026, its #75 holding.
First Foundation Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 22 quarters since.
1,765 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.