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 Q2	$278M	Buy	1,225,561 +113,911	+10%	+$25.4M	2.86%	3
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 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

Foundations Investment Advisors's IVE Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 10% in Q2 2026, buying an estimated $25.4M and bringing the position to 1,225,561 shares worth $278M. The position accounts for 2.86% of the portfolio, ranked #3.

Foundations Investment Advisors first reported a position in IVE in Q3 2019 and has held it in 14 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Foundations Investment Advisors held 1,225,561 shares of iShares S&P 500 Value ETF worth $278M as of Q2 2026.
Foundations Investment Advisors bought 113,911 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $25.4M.
iShares S&P 500 Value ETF made up 2.86% of Foundations Investment Advisors's portfolio in Q2 2026, its #3 holding.
Foundations Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2019 and has held it in 14 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.