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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
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

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

FORM Wealth Advisors's IVE Position: Q2 2026 in Review

FORM Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 4.6% in Q2 2026, selling an estimated $161K and leaving 14,848 shares worth $3.37M. 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 5 quarters since. 490 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • FORM Wealth Advisors held 14,848 shares of iShares S&P 500 Value ETF worth $3.37M as of Q2 2026.
  • FORM Wealth Advisors sold 722 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $161K.
  • iShares S&P 500 Value ETF made up 0.37% of FORM Wealth Advisors's portfolio in Q2 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 5 quarters since.
  • 490 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.