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Founders Financial Alliance’s iShares S&P 500 Value ETF IVE Stock Holding History

Founders Financial Alliance’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 		$10.7M Buy
46,961
+45,723
+3,693% +$10.2M 1.41% 9
2026
Q1 		$261K Buy
1,238
+180
+17% +$39K 0.05% 335
2025
Q4 		$224K Sell
1,058
-185
-15% -$38.8K 0.04% 334
2025
Q3 		$257K Buy
1,243
+142
+13% +$28.5K 0.05% 316
2025
Q2 		$215K Sell
1,101
-501
-31% -$93.3K 0.05% 303
2025
Q1 		$305K Buy
1,602
+533
+50% +$103K 0.07% 252
2024
Q4 		$204K Hold
1,069
– – 0.06% 272
2024
Q3 		$211K Buy
1,069
+210
+24% +$39.9K 0.06% 277
2024
Q2 		$156K Hold
859
– – 0.05% 288
2024
Q1 		$160K Hold
859
– – 0.05% 285
2023
Q4 		$149K Hold
859
– – 0.06% 263
2023
Q3 		$132K Hold
859
– – 0.06% 249
2023
Q2 		$138K Buy
859
+67
+8% +$10.3K 0.05% 270
2023
Q1 		$120K Sell
792
-121
-13% -$18.3K 0.06% 242
2022
Q4 		$132K Sell
913
-293
-24% -$41.8K 0.06% 249
2022
Q3 		$155K Sell
1,206
-371
-24% -$52.6K 0.08% 229
2022
Q2 		$217K Buy
1,577
+371
+31% +$54.8K 0.11% 198
2022
Q1 		$188K Hold
1,206
– – 0.08% 216
2021
Q4 		$189K Hold
1,206
– – 0.08% 249
2021
Q3 		$176K Hold
1,206
– – 0.08% 231
2021
Q2 		$178K Sell
1,206
-2,147
-64% -$316K 0.08% 246
2021
Q1 		$503K Hold
3,353
– – 0.25% 90
2020
Q4 		$431K Hold
3,353
– – 0.24% 98
2020
Q3 		$388K Buy
+3,353
New +$380K 0.23% 92

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Founders Financial Alliance's IVE Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares S&P 500 Value ETF (IVE) stake by 3,693% in Q2 2026, buying an estimated $10.2M and bringing the position to 46,961 shares worth $10.7M. The position accounts for 1.41% of the portfolio, ranked #9.

Founders Financial Alliance first reported a position in IVE in Q3 2020 and has held it in 24 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Founders Financial Alliance held 46,961 shares of iShares S&P 500 Value ETF worth $10.7M as of Q2 2026.
  • Founders Financial Alliance bought 45,723 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $10.2M.
  • iShares S&P 500 Value ETF made up 1.41% of Founders Financial Alliance's portfolio in Q2 2026, its #9 holding.
  • Founders Financial Alliance first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.