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

GHP Investment 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
Q2 		$21.4M Sell
94,459
-1,555
-2% -$347K 0.79% 36
2026
Q1 		$20.3M Sell
96,014
-759
-0.8% -$164K 0.83% 28
2025
Q4 		$20.5M Sell
96,773
-102
-0.1% -$21.4K 0.84% 30
2025
Q3 		$20M Sell
96,875
-1,058
-1% -$212K 0.84% 31
2025
Q2 		$19.1M Sell
97,933
-600
-0.6% -$112K 0.85% 28
2025
Q1 		$18.8M Sell
98,533
-1,445
-1% -$280K 0.9% 22
2024
Q4 		$19.1M Sell
99,978
-1,028
-1% -$204K 0.89% 22
2024
Q3 		$19.9M Sell
101,006
-944
-0.9% -$179K 0.91% 19
2024
Q2 		$18.6M Sell
101,950
-1,019
-1% -$186K 0.93% 19
2024
Q1 		$19.2M Sell
102,969
-1,292
-1% -$230K 0.95% 17
2023
Q4 		$18.1M Sell
104,261
-2,280
-2% -$366K 0.98% 16
2023
Q3 		$16.3M Sell
106,541
-1,237
-1% -$200K 0.99% 13
2023
Q2 		$17.6M Sell
107,778
-3,013
-3% -$464K 1.03% 13
2023
Q1 		$16.8M Sell
110,791
-411
-0.4% -$62.1K 1.07% 10
2022
Q4 		$16.1M Sell
111,202
-1,642
-1% -$234K 1.09% 10
2022
Q3 		$14.5M Sell
112,844
-468
-0.4% -$66.3K 1.11% 8
2022
Q2 		$15.6M Sell
113,312
-3,319
-3% -$490K 1.16% 8
2022
Q1 		$18.2M Buy
116,631
+589
+0.5% +$90.6K 1.2% 7
2021
Q4 		$18.2M Sell
116,042
-333
-0.3% -$50.6K 1.29% 10
2021
Q3 		$16.9M Sell
116,375
-1,216
-1% -$181K 1.34% 9
2021
Q2 		$17.4M Sell
117,591
-460
-0.4% -$67.8K 1.4% 9
2021
Q1 		$16.7M Buy
118,051
+98
+0.1% +$13.2K 1.45% 8
2020
Q4 		$15.1M Sell
117,953
-345
-0.3% -$41.7K 1.44% 8
2020
Q3 		$13.3M Buy
118,298
+3,818
+3% +$433K 1.5% 8
2020
Q2 		$12.4M Buy
114,480
+3,394
+3% +$360K 1.54% 8
2020
Q1 		$10.7M Buy
111,086
+3,941
+4% +$469K 1.61% 7
2019
Q4 		$13.9M Sell
107,145
-518
-0.5% -$64.5K 1.5% 10
2019
Q3 		$12.8M Buy
107,663
+390
+0.4% +$45.8K 1.59% 6
2019
Q2 		$12.5M Sell
107,273
-1,252
-1% -$143K 1.52% 7
2019
Q1 		$12.2M Sell
108,525
-2,893
-3% -$318K 1.58% 7
2018
Q4 		$11.3M Buy
111,418
+3,088
+3% +$338K 1.7% 7
2018
Q3 		$12.5M Sell
108,330
-987
-0.9% -$113K 1.68% 7
2018
Q2 		$12M Sell
109,317
-1,638
-1% -$181K 1.69% 8
2018
Q1 		$12.1M Sell
110,955
-1,465
-1% -$167K 1.72% 9
2017
Q4 		$12.8M Sell
112,420
-3,264
-3% -$362K 1.82% 8
2017
Q3 		$12.5M Sell
115,684
-1,661
-1% -$176K 1.89% 8
2017
Q2 		$12.3M Sell
117,345
-3,252
-3% -$339K 1.95% 9
2017
Q1 		$12.5M Sell
120,597
-1,206
-1% -$125K 2.15% 6
2016
Q4 		$12.3M Buy
121,803
+348
+0.3% +$34K 2.3% 5
2016
Q3 		$11.5M Sell
121,455
-722
-0.6% -$68.7K 2.36% 7
2016
Q2 		$11.3M Sell
122,177
-1,714
-1% -$157K 2.45% 7
2016
Q1 		$11.1M Buy
123,891
+157
+0.1% +$13.4K 2.52% 7
2015
Q4 		$11M Sell
123,734
-1,148
-0.9% -$103K 2.65% 7
2015
Q3 		$10.5M Sell
124,882
-1,584
-1% -$142K 2.71% 7
2015
Q2 		$11.6M Sell
126,466
-4,458
-3% -$421K 2.86% 4
2015
Q1 		$12.1M Sell
130,924
-623
-0.5% -$57.9K 3.17% 4
2014
Q4 		$12.3M Buy
131,547
+1,888
+1% +$173K 3.4% 4
2014
Q3 		$11.7M Buy
129,659
+693
+0.5% +$63K 3.44% 4
2014
Q2 		$11.6M Buy
128,966
+743
+0.6% +$65.6K 3.44% 4
2014
Q1 		$11.1M Sell
128,223
-2,665
-2% -$225K 3.55% 4
2013
Q4 		$11.2M Buy
130,888
+1,241
+1% +$102K 3.69% 4
2013
Q3 		$10.2M Buy
129,647
+2,916
+2% +$230K 3.69% 4
2013
Q2 		$9.6M Buy
+126,731
New +$9.62M 3.83% 4

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GHP Investment Advisors's IVE Position: Q2 2026 in Review

GHP Investment Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 1.6% in Q2 2026, selling an estimated $347K and leaving 94,459 shares worth $21.4M. The position accounts for 0.79% of the portfolio, ranked #36.

GHP Investment Advisors first reported a position in IVE in Q2 2013 and has held it in 53 quarters since. 807 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • GHP Investment Advisors held 94,459 shares of iShares S&P 500 Value ETF worth $21.4M as of Q2 2026.
  • GHP Investment Advisors sold 1,555 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $347K.
  • iShares S&P 500 Value ETF made up 0.79% of GHP Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • GHP Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.