Hantz Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Hantz Financial Services’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	$280K	Buy	1,235 +125	+11%	+$27.9K	﹤0.01%	968
2026 Q1	$234K	Buy	1,110 +24	+2%	+$5.2K	﹤0.01%	943
2025 Q4	$230K	Buy	1,086 +29	+3%	+$6.08K	﹤0.01%	818
2025 Q3	$218K	Buy	1,057 +690	+188%	+$139K	﹤0.01%	718
2025 Q2	$72K	Buy	367 +281	+327%	+$52.3K	﹤0.01%	843
2025 Q1	$16K	Buy	+86	New	+$16.6K	﹤0.01%	866
2024 Q1	–	Sell	-36	Closed	-$6K	–	1246
2023 Q4	$6K	Buy	+36	New	+$5.79K	﹤0.01%	884

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hantz Financial Services's IVE Position: Q2 2026 in Review

Hantz Financial Services increased its iShares S&P 500 Value ETF (IVE) stake by 11% in Q2 2026, buying an estimated $27.9K and bringing the position to 1,235 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Hantz Financial Services first reported a position in IVE in Q4 2023 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Hantz Financial Services held 1,235 shares of iShares S&P 500 Value ETF worth $280K as of Q2 2026.
Hantz Financial Services bought 125 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $27.9K.
iShares S&P 500 Value ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #968 holding.
Hantz Financial Services first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 7 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.