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

Gradient Capital 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	$573K	Hold	2,523	–	–	0.13%	99
2026 Q1	$533K	Hold	2,523	–	–	0.14%	100
2025 Q4	$535K	Sell	2,523 -67	-3%	-$14K	0.14%	103
2025 Q3	$535K	Hold	2,590	–	–	0.14%	101
2025 Q2	$506K	Hold	2,590	–	–	0.15%	100
2025 Q1	$494K	Hold	2,590	–	–	0.16%	95
2024 Q4	$494K	Sell	2,590 -169	-6%	-$33.5K	0.16%	93
2024 Q3	$544K	Hold	2,759	–	–	0.18%	87
2024 Q2	$502K	Hold	2,759	–	–	0.18%	89
2024 Q1	$515K	Buy	2,759 +66	+2%	+$11.7K	0.19%	89
2023 Q4	$468K	Hold	2,693	–	–	0.18%	93
2023 Q3	$414K	Hold	2,693	–	–	0.17%	94
2023 Q2	$434K	Hold	2,693	–	–	0.17%	92
2023 Q1	$409K	Hold	2,693	–	–	0.17%	92
2022 Q4	$391K	Sell	2,693 -20	-0.7%	-$2.85K	0.18%	90
2022 Q3	$349K	Hold	2,713	–	–	0.17%	93
2022 Q2	$373K	Hold	2,713	–	–	0.18%	88
2022 Q1	$422K	Hold	2,713	–	–	0.18%	88
2021 Q4	$425K	Hold	2,713	–	–	0.18%	86
2021 Q3	$395K	Hold	2,713	–	–	0.18%	88
2021 Q2	$401K	Hold	2,713	–	–	0.19%	86
2021 Q1	$383K	Hold	2,713	–	–	0.2%	86
2020 Q4	$347K	Hold	2,713	–	–	0.2%	80
2020 Q3	$305K	Hold	2,713	–	–	0.19%	83
2020 Q2	$294K	Hold	2,713	–	–	0.2%	82
2020 Q1	$261K	Hold	2,713	–	–	0.21%	81
2019 Q4	$353K	Hold	2,713	–	–	0.25%	74
2019 Q3	$323K	Hold	2,713	–	–	0.24%	73
2019 Q2	$316K	Sell	2,713 -480	-15%	-$55K	0.24%	70
2019 Q1	$360K	Hold	3,193	–	–	0.29%	67
2018 Q4	$323K	Sell	3,193 -403	-11%	-$44.1K	0.28%	66
2018 Q3	$417K	Hold	3,596	–	–	0.35%	58
2018 Q2	$396K	Hold	3,596	–	–	0.37%	53
2018 Q1	$393K	Hold	3,596	–	–	0.39%	50
2017 Q4	$411K	Buy	+3,596	New	+$398K	0.42%	46

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Gradient Capital Advisors's IVE Position: Q2 2026 in Review

Gradient Capital Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 2,523 shares worth $573K. The position accounts for 0.13% of the portfolio, ranked #99.

Gradient Capital Advisors first reported a position in IVE in Q4 2017 and has held it in 35 quarters since. 384 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Gradient Capital Advisors held 2,523 shares of iShares S&P 500 Value ETF worth $573K as of Q2 2026.
Gradient Capital Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.13% of Gradient Capital Advisors's portfolio in Q2 2026, its #99 holding.
Gradient Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
384 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.