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Harvest Investment Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Harvest Investment 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 		$612K Sell
2,695
-139
-5% -$31K 0.09% 213
2026
Q1 		$599K Sell
2,834
-228
-7% -$49.4K 0.11% 181
2025
Q4 		$649K Buy
3,062
+971
+46% +$203K 0.12% 167
2025
Q3 		$432K Sell
2,091
-20
-0.9% -$4.02K 0.09% 210
2025
Q2 		$413K Buy
2,111
+20
+1% +$3.73K 0.09% 213
2025
Q1 		$399K Sell
2,091
-9,056
-81% -$1.75M 0.11% 181
2024
Q4 		$2.13M Buy
11,147
+8,957
+409% +$1.78M 0.52% 55
2024
Q3 		$432K Sell
2,190
-7
-0.3% -$1.33K 0.14% 148
2024
Q2 		$400K Sell
2,197
-10,204
-82% -$1.86M 0.16% 128
2024
Q1 		$2.32M Sell
12,401
-433
-3% -$77K 0.93% 28
2023
Q4 		$2.23M Sell
12,834
-143
-1% -$23K 1.03% 21
2023
Q3 		$2M Buy
12,977
+3,892
+43% +$629K 1.28% 20
2023
Q2 		$1.46M Buy
+9,085
New +$1.4M 0.83% 40
2022
Q3 		– Sell
-2,230
Closed -$306K – 132
2022
Q2 		$306K Sell
2,230
-12
-0.5% -$1.77K 0.23% 105
2022
Q1 		$349K Sell
2,242
-1
-0% -$154 0.21% 134
2021
Q4 		$351K Sell
2,243
-1
-0% -$152 0.15% 183
2021
Q3 		$326K Sell
2,244
-1
-0% -$149 0.13% 205
2021
Q2 		$331K Buy
2,245
+33
+1% +$4.86K 0.14% 196
2021
Q1 		$312K Sell
2,212
-1,768
-44% -$238K 0.14% 181
2020
Q4 		$509K Sell
3,980
-3
-0.1% -$363 0.26% 102
2020
Q3 		$447K Sell
3,983
-418
-9% -$47.4K 0.26% 96
2020
Q2 		$476K Sell
4,401
-5,585
-56% -$593K 0.28% 92
2020
Q1 		$961K Buy
9,986
+4,950
+98% +$589K 1.28% 20
2019
Q4 		$655K Buy
+5,036
New +$627K 0.35% 55
2019
Q2 		– Sell
-7,775
Closed -$887K – 163
2019
Q1 		$887K Buy
7,775
+629
+9% +$69.1K 0.51% 52
2018
Q4 		$770K Buy
+7,146
New +$782K 0.71% 38

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harvest Investment Services's IVE Position: Q2 2026 in Review

Harvest Investment Services reduced its iShares S&P 500 Value ETF (IVE) stake by 4.9% in Q2 2026, selling an estimated $31K and leaving 2,695 shares worth $612K. The position accounts for 0.09% of the portfolio, ranked #213.

Harvest Investment Services first reported a position in IVE in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.32M in Q1 2024. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Harvest Investment Services held 2,695 shares of iShares S&P 500 Value ETF worth $612K as of Q2 2026.
  • Harvest Investment Services sold 139 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $31K.
  • iShares S&P 500 Value ETF made up 0.09% of Harvest Investment Services's portfolio in Q2 2026, its #213 holding.
  • Harvest Investment Services first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 26 quarters since.
  • Harvest Investment Services's iShares S&P 500 Value ETF position peaked at $2.32M in Q1 2024.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.