Hartford Financial Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Hartford Financial Management’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 Q1	$19.6K	Hold	93	–	–	0.01%	242
2025 Q4	$19.7K	Hold	93	–	–	0.01%	240
2025 Q3	$19.2K	Hold	93	–	–	0.01%	244
2025 Q2	$18.2K	Sell	93 -1	-1%	-$186	0.01%	252
2025 Q1	$17.9K	Hold	94	–	–	﹤0.01%	264
2024 Q4	$17.9K	Hold	94	–	–	﹤0.01%	268
2024 Q3	$18.5K	Hold	94	–	–	﹤0.01%	270
2024 Q2	$17.1K	Hold	94	–	–	﹤0.01%	278
2024 Q1	$17.6K	Hold	94	–	–	﹤0.01%	283
2023 Q4	$16.3K	Hold	94	–	–	﹤0.01%	282
2023 Q3	$14.5K	Hold	94	–	–	﹤0.01%	284
2023 Q2	$15.2K	Hold	94	–	–	﹤0.01%	259
2023 Q1	$14.3K	Hold	94	–	–	﹤0.01%	259
2022 Q4	$13.6K	Hold	94	–	–	﹤0.01%	265
2022 Q3	$12K	Hold	94	–	–	﹤0.01%	268
2022 Q2	$13K	Hold	94	–	–	﹤0.01%	267
2022 Q1	$15K	Buy	+94	New	+$14.5K	﹤0.01%	267

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hartford Financial Management's IVE Position: Q1 2026 in Review

Hartford Financial Management held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 93 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #242.

Hartford Financial Management first reported a position in IVE in Q1 2022 and has held it in 17 quarters since. The position peaked at $19.7K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Hartford Financial Management held 93 shares of iShares S&P 500 Value ETF worth $19.6K as of Q1 2026.
Hartford Financial Management left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.01% of Hartford Financial Management's portfolio in Q1 2026, its #242 holding.
Hartford Financial Management first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 17 quarters since.
Hartford Financial Management's iShares S&P 500 Value ETF position peaked at $19.7K in Q4 2025.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.