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

Founders Financial Securities’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 		$915K Buy
4,030
+18
+0.4% +$4.02K 0.05% 314
2026
Q1 		$871K Sell
4,012
-403
-9% -$87.3K 0.05% 307
2025
Q4 		$936K Buy
4,415
+1,417
+47% +$297K 0.06% 295
2025
Q3 		$619K Sell
2,998
-305
-9% -$61.3K 0.04% 316
2025
Q2 		$645K Buy
3,303
+4
+0.1% +$745 0.05% 297
2025
Q1 		$602K Buy
3,299
+324
+11% +$62.7K 0.05% 290
2024
Q4 		$568K Sell
2,975
-12
-0.4% -$2.38K 0.05% 272
2024
Q3 		$589K Sell
2,987
-435
-13% -$82.6K 0.05% 242
2024
Q2 		$623K Buy
3,422
+484
+16% +$88.2K 0.06% 247
2024
Q1 		$549K Buy
2,938
+571
+24% +$101K 0.06% 248
2023
Q4 		$412K Buy
2,367
+90
+4% +$14.5K 0.05% 268
2023
Q3 		$350K Sell
2,277
-765
-25% -$124K 0.05% 250
2023
Q2 		$490K Buy
3,042
+65
+2% +$10K 0.06% 217
2023
Q1 		$452K Buy
2,977
+29
+1% +$4.38K 0.07% 209
2022
Q4 		$428K Sell
2,948
-5
-0.2% -$714 0.07% 208
2022
Q3 		$380K Buy
+2,953
New +$418K 0.07% 204
2020
Q1 		– Sell
-3,002
Closed -$391K – 144
2019
Q4 		$391K Buy
+3,002
New +$374K 0.13% 84
2016
Q3 		– Sell
-171,133
Closed -$15.9M – 92
2016
Q2 		$15.9M Buy
171,133
+14,601
+9% +$1.34M 7.29% 1
2016
Q1 		$14.1M Sell
156,532
-5,755
-4% -$491K 6.62% 4
2015
Q4 		$14.4M Buy
+162,287
New +$14.5M 6.67% 3

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 Securities's IVE Position: Q2 2026 in Review

Founders Financial Securities increased its iShares S&P 500 Value ETF (IVE) stake by 0.45% in Q2 2026, buying an estimated $4.02K and bringing the position to 4,030 shares worth $915K. The position accounts for 0.05% of the portfolio, ranked #314.

Founders Financial Securities first reported a position in IVE in Q4 2015 and has held it in 20 quarters since. The position peaked at $15.9M in Q2 2016. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Founders Financial Securities held 4,030 shares of iShares S&P 500 Value ETF worth $915K as of Q2 2026.
  • Founders Financial Securities bought 18 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $4.02K.
  • iShares S&P 500 Value ETF made up 0.05% of Founders Financial Securities's portfolio in Q2 2026, its #314 holding.
  • Founders Financial Securities first reported a position in iShares S&P 500 Value ETF in Q4 2015 and has held it in 20 quarters since.
  • Founders Financial Securities's iShares S&P 500 Value ETF position peaked at $15.9M in Q2 2016.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.