Foster Dykema Cabot & Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Foster Dykema Cabot & Partners’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 Q1	$108K	Hold	512	–	–	0.01%	143
2025 Q4	$109K	Hold	512	–	–	0.01%	153
2025 Q3	$106K	Hold	512	–	–	0.01%	172
2025 Q2	$100K	Hold	512	–	–	0.01%	165
2025 Q1	$97.6K	Hold	512	–	–	0.01%	161
2024 Q4	$97.7K	Hold	512	–	–	0.01%	173
2024 Q3	$101K	Buy	+512	New	+$97.3K	0.01%	169

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foster Dykema Cabot & Partners's IVE Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 512 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #143.

Foster Dykema Cabot & Partners first reported a position in IVE in Q3 2024 and has held it in 7 quarters since. The position peaked at $109K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Foster Dykema Cabot & Partners held 512 shares of iShares S&P 500 Value ETF worth $108K as of Q1 2026.
Foster Dykema Cabot & Partners left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #143 holding.
Foster Dykema Cabot & Partners first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
Foster Dykema Cabot & Partners's iShares S&P 500 Value ETF position peaked at $109K in Q4 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.