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

Heritage 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
Q3 		$4.35M Hold
19,058
– – 0.16% 42
2026
Q2 		$4.33M Hold
19,058
– – 0.15% 42
2026
Q1 		$4.02M Hold
19,058
– – 0.16% 41
2025
Q4 		$4.04M Buy
+19,058
New +$3.99M 0.15% 46

Other funds holding IVE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Heritage Wealth Advisors's IVE Position: Q3 2026 in Review

Heritage Wealth Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 19,058 shares worth $4.35M. The position accounts for 0.16% of the portfolio, ranked #42.

Heritage Wealth Advisors first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Heritage Wealth Advisors held 19,058 shares of iShares S&P 500 Value ETF worth $4.35M as of Q3 2026.
  • Heritage Wealth Advisors left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up 0.16% of Heritage Wealth Advisors's portfolio in Q3 2026, its #42 holding.
  • Heritage Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,195 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.