Harbor Asset Planning
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Harbor Asset Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Harbor Asset Planning’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
Q3 		$35.7K Hold
156
– – 0.03% 256
2026
Q2 		$35.3K Buy
156
+1
+0.6% +$223 0.03% 258
2026
Q1 		$32.7K Buy
155
+1
+0.6% +$217 0.03% 250
2025
Q4 		$32.8K Hold
154
– – 0.03% 243
2025
Q3 		$31.7K Buy
154
+1
+0.7% +$201 0.03% 235
2025
Q2 		$29.9K Buy
+153
New +$28.5K 0.03% 234

Other funds holding IVE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Harbor Asset Planning's IVE Position: Q3 2026 in Review

Harbor Asset Planning held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 156 shares worth $35.7K. The position accounts for 0.03% of the portfolio, ranked #256.

Harbor Asset Planning first reported a position in IVE in Q2 2025 and has held it in 6 quarters since. 1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Harbor Asset Planning held 156 shares of iShares S&P 500 Value ETF worth $35.7K as of Q3 2026.
  • Harbor Asset Planning left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up 0.03% of Harbor Asset Planning's portfolio in Q3 2026, its #256 holding.
  • Harbor Asset Planning first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.