Forum Private Client Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Forum Private Client Group’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	$1.9M	Buy	8,383 +349	+4%	+$78K	0.57%	26
2026 Q1	$1.7M	Buy	8,034 +862	+12%	+$187K	0.57%	26
2025 Q4	$1.52M	Buy	7,172 +284	+4%	+$59.5K	0.52%	28
2025 Q3	$1.42M	Buy	6,888 +1,104	+19%	+$222K	0.51%	27
2025 Q2	$1.13M	Buy	5,784 +297	+5%	+$55.3K	0.44%	31
2025 Q1	$1.05M	Sell	5,487 -51	-0.9%	-$9.87K	0.45%	31
2024 Q4	$1.06M	Sell	5,538 -25	-0.4%	-$4.96K	0.47%	31
2024 Q3	$1.1M	Buy	5,563 +66	+1%	+$12.5K	0.49%	30
2024 Q2	$1M	Sell	5,497 -117	-2%	-$21.3K	0.48%	31
2024 Q1	$1.05M	Buy	5,614 +110	+2%	+$19.6K	0.51%	30
2023 Q4	$957K	Buy	+5,504	New	+$885K	0.5%	33
2023 Q3	–	Sell	-5,666	Closed	-$913K	–	31
2023 Q2	$913K	Sell	5,666 -25	-0.4%	-$3.85K	0.52%	35
2023 Q1	$864K	Sell	5,691 -373	-6%	-$56.4K	0.55%	35
2022 Q4	$880K	Sell	6,064 -68	-1%	-$9.71K	0.61%	33
2022 Q3	$788K	Sell	6,132 -8	-0.1%	-$1.13K	0.59%	34
2022 Q2	$844K	Buy	6,140 +779	+15%	+$115K	0.61%	35
2022 Q1	$835K	Buy	+5,361	New	+$825K	0.65%	33

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

Forum Private Client Group's IVE Position: Q2 2026 in Review

Forum Private Client Group increased its iShares S&P 500 Value ETF (IVE) stake by 4.3% in Q2 2026, buying an estimated $78K and bringing the position to 8,383 shares worth $1.9M. The position accounts for 0.57% of the portfolio, ranked #26.

Forum Private Client Group first reported a position in IVE in Q1 2022 and has held it in 17 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Forum Private Client Group held 8,383 shares of iShares S&P 500 Value ETF worth $1.9M as of Q2 2026.
Forum Private Client Group bought 349 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $78K.
iShares S&P 500 Value ETF made up 0.57% of Forum Private Client Group's portfolio in Q2 2026, its #26 holding.
Forum Private Client Group first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 17 quarters since.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.