Front Row Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Front Row 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 Q1	$118K	Hold	560	–	–	0.04%	149
2025 Q4	$119K	Hold	560	–	–	0.04%	149
2025 Q3	$116K	Hold	560	–	–	0.04%	148
2025 Q2	$109K	Buy	+560	New	+$104K	0.04%	150
2024 Q3	–	Sell	-70	Closed	-$12.7K	–	679
2024 Q2	$12.7K	Hold	70	–	–	﹤0.01%	512
2024 Q1	$13.1K	Buy	+70	New	+$12.4K	﹤0.01%	506
2023 Q4	–	Sell	-70	Closed	-$10.8K	–	645
2023 Q3	$10.8K	Hold	70	–	–	0.01%	499
2023 Q2	$11K	Hold	70	–	–	﹤0.01%	499
2023 Q1	$11K	Hold	70	–	–	0.01%	502
2022 Q4	$10K	Hold	70	–	–	0.01%	502
2022 Q3	$9K	Hold	70	–	–	﹤0.01%	517
2022 Q2	$10K	Hold	70	–	–	﹤0.01%	513
2022 Q1	$11K	Hold	70	–	–	﹤0.01%	534
2021 Q4	$11K	Hold	70	–	–	﹤0.01%	553
2021 Q3	$10K	Hold	70	–	–	﹤0.01%	562
2021 Q2	$10K	Hold	70	–	–	﹤0.01%	566
2021 Q1	$10K	Hold	70	–	–	﹤0.01%	547
2020 Q4	$9K	Hold	70	–	–	﹤0.01%	540
2020 Q3	$9K	Hold	70	–	–	﹤0.01%	534
2020 Q2	$8K	Hold	70	–	–	0.01%	518
2020 Q1	$7K	Buy	+70	New	+$8.33K	﹤0.01%	544
2019 Q3	–	Sell	-70	Closed	-$8K	–	975
2019 Q2	$8K	Hold	70	–	–	0.01%	480
2019 Q1	$8K	Hold	70	–	–	0.01%	484
2018 Q4	$7K	Hold	70	–	–	0.01%	472
2018 Q3	$8	Hold	70	–	–	0.01%	460
2018 Q2	$8	Sell	70 -18	-20%	-$1.99K	0.01%	488
2018 Q1	$10K	Sell	88 -10	-10%	-$1.14K	0.01%	437
2017 Q4	$11K	Buy	+98	New	+$10.9K	0.01%	422

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Front Row Advisors's IVE Position: Q1 2026 in Review

Front Row Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 560 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #149.

Front Row Advisors first reported a position in IVE in Q4 2017 and has held it in 28 quarters since. The position peaked at $119K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Front Row Advisors held 560 shares of iShares S&P 500 Value ETF worth $118K as of Q1 2026.
Front Row Advisors left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.04% of Front Row Advisors's portfolio in Q1 2026, its #149 holding.
Front Row Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 28 quarters since.
Front Row Advisors's iShares S&P 500 Value ETF position peaked at $119K in Q4 2025.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Front Row Advisors's 13F filing for Q1 2026, filed 19 May 2026.