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

First Pacific 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 		$85.8K Buy
378
+73
+24% +$16.3K 0.01% 217
2026
Q1 		$64.4K Buy
+305
New +$66K 0.01% 224
2024
Q3 		– Sell
-69
Closed -$12.6K – 403
2024
Q2 		$12.6K Sell
69
-50
-42% -$9.11K ﹤0.01% 242
2024
Q1 		$22.2K Sell
119
-52
-30% -$9.24K 0.01% 224
2023
Q4 		$29.7K Buy
+171
New +$27.5K 0.01% 200

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 Pacific Financial's IVE Position: Q2 2026 in Review

First Pacific Financial increased its iShares S&P 500 Value ETF (IVE) stake by 24% in Q2 2026, buying an estimated $16.3K and bringing the position to 378 shares worth $85.8K. The position accounts for 0.01% of the portfolio, ranked #217.

First Pacific Financial first reported a position in IVE in Q4 2023 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • First Pacific Financial held 378 shares of iShares S&P 500 Value ETF worth $85.8K as of Q2 2026.
  • First Pacific Financial bought 73 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $16.3K.
  • iShares S&P 500 Value ETF made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #217 holding.
  • First Pacific Financial first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • 583 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.