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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
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

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

Freedom Day Solutions's IVE Position: Q2 2026 in Review

Freedom Day Solutions opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 1,085 shares worth $246K. The stake represents 0.05% of the portfolio and ranks #120 among its holdings. This is a return to the name: Freedom Day Solutions previously reported a position in IVE as recently as Q1 2022.

Freedom Day Solutions first reported a position in IVE in Q1 2018 and has held it in 18 quarters since. The position peaked at $282K in Q4 2019. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Freedom Day Solutions held 1,085 shares of iShares S&P 500 Value ETF worth $246K as of Q2 2026.
  • iShares S&P 500 Value ETF was a new Freedom Day Solutions position in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.05% of Freedom Day Solutions's portfolio in Q2 2026, its #120 holding.
  • Freedom Day Solutions first reported a position in iShares S&P 500 Value ETF in Q1 2018 and has held it in 18 quarters since.
  • Freedom Day Solutions's iShares S&P 500 Value ETF position peaked at $282K in Q4 2019.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Freedom Day Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.