HCR Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

HCR Wealth Advisors’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	$623K	Buy	2,745 +434	+19%	+$96.9K	0.06%	144
2026 Q1	$488K	Buy	2,311 +180	+8%	+$39K	0.05%	155
2025 Q4	$452K	Sell	2,131 -13	-0.6%	-$2.72K	0.04%	165
2025 Q3	$444K	Sell	2,144 -136	-6%	-$27.3K	0.05%	157
2025 Q2	$446K	Buy	2,280 +79	+4%	+$14.7K	0.05%	152
2025 Q1	$419K	Sell	2,201 -20	-0.9%	-$3.87K	0.05%	157
2024 Q4	$424K	Hold	2,221	–	–	0.05%	152
2024 Q3	$438K	Hold	2,221	–	–	0.06%	150
2024 Q2	$404K	Buy	2,221 +40	+2%	+$7.29K	0.06%	146
2024 Q1	$407K	Buy	2,181 +5	+0.2%	+$889	0.06%	143
2023 Q4	$378K	Buy	+2,176	New	+$350K	0.06%	140
2021 Q1	–	Sell	-198	Closed	-$25K	–	214
2020 Q4	$25K	Buy	198 +166	+519%	+$20.1K	0.01%	228
2020 Q3	$4K	Hold	32	–	–	﹤0.01%	232
2020 Q2	$3K	Hold	32	–	–	﹤0.01%	238
2020 Q1	$3K	Buy	+32	New	+$3.81K	﹤0.01%	229

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

HCR Wealth Advisors's IVE Position: Q2 2026 in Review

HCR Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 19% in Q2 2026, buying an estimated $96.9K and bringing the position to 2,745 shares worth $623K. The position accounts for 0.06% of the portfolio, ranked #144.

HCR Wealth Advisors first reported a position in IVE in Q1 2020 and has held it in 15 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

HCR Wealth Advisors held 2,745 shares of iShares S&P 500 Value ETF worth $623K as of Q2 2026.
HCR Wealth Advisors bought 434 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $96.9K.
iShares S&P 500 Value ETF made up 0.06% of HCR Wealth Advisors's portfolio in Q2 2026, its #144 holding.
HCR Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 15 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.