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First Heartland Consultants’s iShares S&P 500 Value ETF IVE Stock Holding History

First Heartland Consultants’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 		$6.04M Sell
26,619
-3,419
-11% -$764K 0.39% 67
2026
Q1 		$6.34M Sell
30,038
-2,097
-7% -$454K 0.49% 53
2025
Q4 		$6.81M Buy
32,135
+5,492
+21% +$1.15M 0.52% 49
2025
Q3 		$5.5M Sell
26,643
-571
-2% -$115K 0.44% 61
2025
Q2 		$5.32M Sell
27,214
-3,628
-12% -$676K 0.47% 56
2025
Q1 		$5.88M Sell
30,842
-7,143
-19% -$1.38M 0.61% 46
2024
Q4 		$7.25M Buy
37,985
+3,672
+11% +$728K 0.74% 35
2024
Q3 		$6.77M Sell
34,313
-4,430
-11% -$841K 0.73% 31
2024
Q2 		$7.05K Sell
38,743
-8,041
-17% -$1.46M 0.49% 41
2024
Q1 		$8.74M Buy
46,784
+10,177
+28% +$1.81M 0.91% 29
2023
Q4 		$6.37M Buy
36,607
+8,950
+32% +$1.44M 0.77% 36
2023
Q3 		$4.25M Sell
27,657
-32,458
-54% -$5.25M 0.54% 56
2023
Q2 		$9.69M Buy
60,115
+29,222
+95% +$4.5M 1.26% 19
2023
Q1 		$4.69M Sell
30,893
-11,247
-27% -$1.7M 0.71% 33
2022
Q4 		$6.11M Buy
42,140
+10,952
+35% +$1.56M 0.98% 23
2022
Q3 		$2.72K Buy
31,188
+11,466
+58% +$1.62M 0.23% 59
2022
Q2 		$2.71M Sell
19,722
-11,556
-37% -$1.71M 0.42% 55
2022
Q1 		$4.87M Buy
31,278
+10,004
+47% +$1.54M 0.75% 27
2021
Q4 		$3.33K Sell
21,274
-832
-4% -$127K 0.13% 50
2021
Q3 		$3.21M Sell
22,106
-1,091
-5% -$163K 0.49% 56
2021
Q2 		$3.42M Sell
23,197
-636
-3% -$93.7K 0.52% 49
2021
Q1 		$3.37M Buy
23,833
+12
+0.1% +$1.62K 0.53% 51
2020
Q4 		$3.05M Sell
23,821
-140
-0.6% -$16.9K 0.51% 46
2020
Q3 		$2.69M Sell
23,961
-2,875
-11% -$326K 0.51% 45
2020
Q2 		$2.9M Sell
26,836
-6,473
-19% -$687K 0.57% 45
2020
Q1 		$3.21M Sell
33,309
-13,794
-29% -$1.64M 0.83% 30
2019
Q4 		$6.13M Buy
47,103
+18,327
+64% +$2.28M 1.21% 17
2019
Q3 		$3.43M Buy
28,776
+991
+4% +$116K 0.74% 35
2019
Q2 		$3.24M Sell
27,785
-8,039
-22% -$921K 0.78% 33
2019
Q1 		$4.04M Sell
35,824
-2,421
-6% -$266K 1.13% 21
2018
Q4 		$3.87M Buy
38,245
+5,300
+16% +$580K 1.44% 16
2018
Q3 		$3.82M Buy
32,945
+18
+0.1% +$2.07K 1.19% 18
2018
Q2 		$3.63M Sell
32,927
-922
-3% -$102K 1.28% 17
2018
Q1 		$3.7M Sell
33,849
-1,055
-3% -$121K 1.11% 18
2017
Q4 		$3.99M Buy
34,904
+1,751
+5% +$194K 1.2% 16
2017
Q3 		$3.58M Sell
33,153
-116
-0.3% -$12.3K 0.87% 22
2017
Q2 		$3.49M Buy
33,269
+47
+0.1% +$4.9K 0.91% 21
2017
Q1 		$3.46M Sell
33,222
-2,112
-6% -$219K 0.96% 20
2016
Q4 		$3.58M Buy
35,334
+10,179
+40% +$993K 1.09% 17
2016
Q3 		$2.39M Buy
25,155
+692
+3% +$65.9K 0.69% 32
2016
Q2 		$2.27K Buy
24,463
+8
+0% +$732 0.25% 32
2016
Q1 		$2.2M Buy
24,455
+4,514
+23% +$385K 0.84% 19
2015
Q4 		$1.76M Buy
19,941
+1,902
+11% +$170K 0.67% 30
2015
Q3 		$1.52M Buy
18,039
+454
+3% +$40.6K 0.63% 36
2015
Q2 		$1.62K Buy
17,585
+1,606
+10% +$152K 0.44% 40
2015
Q1 		$1.48M Sell
15,979
-23,638
-60% -$2.2M 0.56% 45
2014
Q4 		$3.71M Sell
39,617
-1,655
-4% -$152K 1.54% 8
2014
Q3 		$3.72M Buy
41,272
+564
+1% +$51.3K 1.64% 10
2014
Q2 		$3.67M Buy
40,708
+34,456
+551% +$3.04M 1.66% 9
2014
Q1 		$543K Buy
+6,252
New +$528K 0.27% 106
2013
Q4 		– Sell
-8,877
Closed -$700K – 223
2013
Q3 		$700K Sell
8,877
-13,426
-60% -$1.06M 0.42% 69
2013
Q2 		$1.69M Buy
+22,303
New +$1.69M 0.98% 22

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

First Heartland Consultants's IVE Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares S&P 500 Value ETF (IVE) stake by 11% in Q2 2026, selling an estimated $764K and leaving 26,619 shares worth $6.04M. The position accounts for 0.39% of the portfolio, ranked #67.

First Heartland Consultants first reported a position in IVE in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.69M in Q2 2023. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • First Heartland Consultants held 26,619 shares of iShares S&P 500 Value ETF worth $6.04M as of Q2 2026.
  • First Heartland Consultants sold 3,419 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $764K.
  • iShares S&P 500 Value ETF made up 0.39% of First Heartland Consultants's portfolio in Q2 2026, its #67 holding.
  • First Heartland Consultants first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • First Heartland Consultants's iShares S&P 500 Value ETF position peaked at $9.69M in Q2 2023.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.