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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
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

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
LI
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
CC
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Harbor Asset Planning's IVE Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares S&P 500 Value ETF (IVE) stake by 0.65% in Q2 2026, buying an estimated $223 and bringing the position to 156 shares worth $35.3K. The position accounts for 0.03% of the portfolio, ranked #258.

Harbor Asset Planning first reported a position in IVE in Q2 2025 and has held it in 5 quarters since. 572 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Harbor Asset Planning held 156 shares of iShares S&P 500 Value ETF worth $35.3K as of Q2 2026.
  • Harbor Asset Planning bought 1 iShares S&P 500 Value ETF share in Q2 2026, an estimated $223.
  • iShares S&P 500 Value ETF made up 0.03% of Harbor Asset Planning's portfolio in Q2 2026, its #258 holding.
  • Harbor Asset Planning first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.