Freedom Day Solutions
IVE icon

Freedom Day Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Freedom Day Solutions’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
Q3 		$234K Sell
1,026
-59
-5% -$13.8K 0.05% 125
2026
Q2 		$246K Buy
+1,085
New +$242K 0.05% 120
2022
Q2 		– Sell
-1,318
Closed -$205K – 119
2022
Q1 		$205K Sell
1,318
-220
-14% -$33.9K 0.09% 120
2021
Q4 		$241K Sell
1,538
-56
-4% -$8.52K 0.1% 114
2021
Q3 		$232K Sell
1,594
-208
-12% -$31K 0.11% 110
2021
Q2 		$266K Sell
1,802
-153
-8% -$22.5K 0.13% 109
2021
Q1 		$276K Buy
1,955
+12
+0.6% +$1.62K 0.15% 91
2020
Q4 		$249K Sell
1,943
-110
-5% -$13.3K 0.14% 90
2020
Q3 		$231K Sell
2,053
-142
-6% -$16.1K 0.14% 89
2020
Q2 		$237K Buy
2,195
+52
+2% +$5.52K 0.16% 83
2020
Q1 		$206K Sell
2,143
-26
-1% -$3.09K 0.17% 79
2019
Q4 		$282K Buy
2,169
+47
+2% +$5.85K 0.19% 81
2019
Q3 		$253K Sell
2,122
-215
-9% -$25.2K 0.18% 81
2019
Q2 		$272K Sell
2,337
-52
-2% -$5.96K 0.21% 78
2019
Q1 		$269K Buy
2,389
+147
+7% +$16.1K 0.22% 78
2018
Q4 		$227K Sell
2,242
-11
-0.5% -$1.2K 0.24% 70
2018
Q3 		$261K Buy
2,253
+42
+2% +$4.82K 0.21% 78
2018
Q2 		$243K Buy
2,211
+292
+15% +$32.4K 0.2% 73
2018
Q1 		$210K Buy
+1,919
New +$219K 0.18% 70

Other funds holding IVE

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LVZ Inc
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Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Freedom Day Solutions's IVE Position: Q3 2026 in Review

Freedom Day Solutions reduced its iShares S&P 500 Value ETF (IVE) stake by 5.4% in Q3 2026, selling an estimated $13.8K and leaving 1,026 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #125.

Freedom Day Solutions first reported a position in IVE in Q1 2018 and has held it in 19 quarters since. The position peaked at $282K in Q4 2019. 469 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Freedom Day Solutions held 1,026 shares of iShares S&P 500 Value ETF worth $234K as of Q3 2026.
  • Freedom Day Solutions sold 59 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $13.8K.
  • iShares S&P 500 Value ETF made up 0.05% of Freedom Day Solutions's portfolio in Q3 2026, its #125 holding.
  • Freedom Day Solutions first reported a position in iShares S&P 500 Value ETF in Q1 2018 and has held it in 19 quarters since.
  • Freedom Day Solutions's iShares S&P 500 Value ETF position peaked at $282K in Q4 2019.
  • 469 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Freedom Day Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.