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Greenwood Gearhart’s iShares S&P 500 Value ETF IVE Stock Holding History

Greenwood Gearhart’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 		$1.69M Sell
7,436
-270
-4% -$60.3K 0.08% 62
2026
Q1 		$1.63M Buy
7,706
+1,306
+20% +$283K 0.09% 56
2025
Q4 		$1.36M Sell
6,400
-106
-2% -$22.2K 0.07% 63
2025
Q3 		$1.34M Buy
6,506
+171
+3% +$34.3K 0.08% 59
2025
Q2 		$1.24M Buy
6,335
+1,565
+33% +$292K 0.08% 60
2025
Q1 		$909K Buy
4,770
+1,007
+27% +$195K 0.06% 65
2024
Q4 		$718K Buy
+3,763
New +$746K 0.05% 77

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
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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 $44.6B AUM 28.94% 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

Greenwood Gearhart's IVE Position: Q2 2026 in Review

Greenwood Gearhart reduced its iShares S&P 500 Value ETF (IVE) stake by 3.5% in Q2 2026, selling an estimated $60.3K and leaving 7,436 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #62.

Greenwood Gearhart first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Greenwood Gearhart held 7,436 shares of iShares S&P 500 Value ETF worth $1.69M as of Q2 2026.
  • Greenwood Gearhart sold 270 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $60.3K.
  • iShares S&P 500 Value ETF made up 0.08% of Greenwood Gearhart's portfolio in Q2 2026, its #62 holding.
  • Greenwood Gearhart first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.