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Foundations Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Foundations Investment 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
Q1 		$235M Buy
1,111,650
+110,007
+11% +$23.8M 2.91% 2
2025
Q4 		$212M Buy
1,001,643
+277,046
+38% +$58.1M 2.78% 2
2025
Q3 		$150M Buy
724,597
+70,627
+11% +$14.2M 2.17% 6
2025
Q2 		$128M Buy
653,970
+103,436
+19% +$19.3M 2.02% 7
2025
Q1 		$105M Buy
550,534
+57,218
+12% +$11.1M 1.94% 7
2024
Q4 		$94.2M Buy
493,316
+52,024
+12% +$10.3M 1.82% 9
2024
Q3 		$87M Buy
441,292
+32,584
+8% +$6.19M 1.83% 9
2024
Q2 		$74.4M Buy
408,708
+50,144
+14% +$9.13M 1.81% 11
2024
Q1 		$67M Buy
358,564
+25,780
+8% +$4.58M 1.75% 11
2023
Q4 		$58.5M Buy
332,784
+192,242
+137% +$30.9M 1.57% 14
2023
Q3 		$21.6M Buy
+140,542
New +$22.7M 0.67% 33
2020
Q1 		– Sell
-2,182
Closed -$283K – 135
2019
Q4 		$283K Buy
2,182
+12
+0.6% +$1.49K 0.03% 108
2019
Q3 		$252K Buy
+2,170
New +$255K 0.03% 112

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foundations Investment Advisors's IVE Position: Q1 2026 in Review

Foundations Investment Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 11% in Q1 2026, buying an estimated $23.8M and bringing the position to 1,111,650 shares worth $235M. The position accounts for 2.91% of the portfolio, ranked #2.

Foundations Investment Advisors first reported a position in IVE in Q3 2019 and has held it in 13 quarters since. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Foundations Investment Advisors held 1,111,650 shares of iShares S&P 500 Value ETF worth $235M as of Q1 2026.
  • Foundations Investment Advisors bought 110,007 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $23.8M.
  • iShares S&P 500 Value ETF made up 2.91% of Foundations Investment Advisors's portfolio in Q1 2026, its #2 holding.
  • Foundations Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2019 and has held it in 13 quarters since.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.