FORM Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

FORM Wealth 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 Q3	$3.3M	Sell	14,468 -380	-3%	-$88.7K	0.37%	16
2026 Q2	$3.37M	Sell	14,848 -722	-5%	-$161K	0.37%	16
2026 Q1	$3.29M	Sell	15,570 -322	-2%	-$69.7K	0.39%	18
2025 Q4	$3.37M	Buy	+15,892	New	+$3.33M	0.39%	18
2025 Q2	$3.3M	Buy	16,883 +835	+5%	+$156K	0.4%	18
2025 Q1	$3.06M	Buy	+16,048	New	+$3.11M	0.42%	17

Other funds holding IVE

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FORM Wealth Advisors's IVE Position: Q3 2026 in Review

FORM Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 2.6% in Q3 2026, selling an estimated $88.7K and leaving 14,468 shares worth $3.3M. The position accounts for 0.37% of the portfolio, ranked #16.

FORM Wealth Advisors first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.37M in Q2 2026. 524 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

FORM Wealth Advisors held 14,468 shares of iShares S&P 500 Value ETF worth $3.3M as of Q3 2026.
FORM Wealth Advisors sold 380 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $88.7K.
iShares S&P 500 Value ETF made up 0.37% of FORM Wealth Advisors's portfolio in Q3 2026, its #16 holding.
FORM Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's iShares S&P 500 Value ETF position peaked at $3.37M in Q2 2026.
524 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.