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

FSA 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 Q3	$216K	Buy	+947	New	+$221K	0.09%	255

Other funds holding IVE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

FSA Advisors's IVE Position: Q3 2026 in Review

FSA Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 947 shares worth $216K. The stake represents 0.09% of the portfolio and ranks #255 among its holdings.

1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

FSA Advisors held 947 shares of iShares S&P 500 Value ETF worth $216K as of Q3 2026.
iShares S&P 500 Value ETF was a new FSA Advisors position in Q3 2026.
iShares S&P 500 Value ETF made up 0.09% of FSA Advisors's portfolio in Q3 2026, its #255 holding.
1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on FSA Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.