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Graney & King’s iShares S&P 500 Value ETF IVE Stock Holding History

Graney & King’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 		$43.8K Hold
193
– – 0.02% 166
2026
Q1 		$40.8K Hold
193
– – 0.02% 157
2025
Q4 		$40.9K Sell
193
-123
-39% -$25.8K 0.02% 153
2025
Q3 		$65.3K Hold
316
– – 0.05% 114
2025
Q2 		$61.8K Hold
316
– – 0.04% 106
2025
Q1 		$60.2K Buy
316
+58
+22% +$11.2K 0.04% 105
2024
Q4 		$49.2K Buy
+258
New +$51.2K 0.04% 124

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

Graney & King's IVE Position: Q2 2026 in Review

Graney & King held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 193 shares worth $43.8K. The position accounts for 0.02% of the portfolio, ranked #166.

Graney & King first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $65.3K in Q3 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Graney & King held 193 shares of iShares S&P 500 Value ETF worth $43.8K as of Q2 2026.
  • Graney & King left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.02% of Graney & King's portfolio in Q2 2026, its #166 holding.
  • Graney & King first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Graney & King's iShares S&P 500 Value ETF position peaked at $65.3K in Q3 2025.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.