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Heritage Family Offices’s iShares S&P 500 Value ETF IVE Stock Holding History

Heritage Family Offices’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 		$561K Sell
2,473
-45
-2% -$10.1K 0.22% 91
2026
Q1 		$532K Buy
2,518
+420
+20% +$90.9K 0.24% 99
2025
Q4 		$445K Buy
2,098
+503
+32% +$105K 0.2% 103
2025
Q3 		$329K Buy
1,595
+125
+9% +$25.1K 0.15% 121
2025
Q2 		$278K Hold
1,470
– – 0.14% 132
2025
Q1 		$280K Buy
1,470
+70
+5% +$13.5K 0.14% 129
2024
Q4 		$267K Buy
1,400
+265
+23% +$52.6K 0.13% 140
2024
Q3 		$224K Buy
+1,135
New +$216K 0.12% 165

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

Heritage Family Offices's IVE Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares S&P 500 Value ETF (IVE) stake by 1.8% in Q2 2026, selling an estimated $10.1K and leaving 2,473 shares worth $561K. The position accounts for 0.22% of the portfolio, ranked #91.

Heritage Family Offices first reported a position in IVE in Q3 2024 and has held it in 8 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Heritage Family Offices held 2,473 shares of iShares S&P 500 Value ETF worth $561K as of Q2 2026.
  • Heritage Family Offices sold 45 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $10.1K.
  • iShares S&P 500 Value ETF made up 0.22% of Heritage Family Offices's portfolio in Q2 2026, its #91 holding.
  • Heritage Family Offices first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.