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

HHM 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 		$51.1K Hold
225
– – 0.01% 384
2026
Q1 		$47.5K Hold
225
– – 0.01% 377
2025
Q4 		$47.7K Sell
225
-63
-22% -$13.2K 0.01% 368
2025
Q3 		$59.5K Buy
288
+63
+28% +$12.7K 0.01% 350
2025
Q2 		$44K Hold
225
– – 0.01% 392
2025
Q1 		$42.9K Sell
225
-27
-11% -$5.22K 0.01% 385
2024
Q4 		$48.1K Sell
252
-65
-21% -$12.9K 0.01% 362
2024
Q3 		$62.5K Sell
317
-26
-8% -$4.94K 0.01% 305
2024
Q2 		$62.4K Sell
343
-24
-7% -$4.37K 0.01% 306
2024
Q1 		$68.6K Buy
367
+120
+49% +$21.3K 0.01% 260
2023
Q4 		$43K Hold
247
– – 0.01% 311
2023
Q3 		$38K Hold
247
– – 0.01% 311
2023
Q2 		$39.8K Hold
247
– – 0.01% 318
2023
Q1 		$37.5K Buy
247
+168
+213% +$25.4K 0.01% 312
2022
Q4 		$11.5K Hold
79
– – ﹤0.01% 433
2022
Q3 		$10K Hold
79
– – ﹤0.01% 439
2022
Q2 		$11K Sell
79
-15
-16% -$2.21K ﹤0.01% 520
2022
Q1 		$15K Hold
94
– – ﹤0.01% 479
2021
Q4 		$15K Sell
94
-230
-71% -$35K ﹤0.01% 471
2021
Q3 		$47K Hold
324
– – 0.01% 306
2021
Q2 		$48K Hold
324
– – 0.01% 303
2021
Q1 		$46K Hold
324
– – 0.01% 287
2020
Q4 		$41K Hold
324
– – 0.01% 282
2020
Q3 		$36K Hold
324
– – 0.01% 257
2020
Q2 		$35K Hold
324
– – 0.01% 256
2020
Q1 		$31K Buy
+324
New +$38.6K 0.02% 254

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

HHM Wealth Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 225 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #384.

HHM Wealth Advisors first reported a position in IVE in Q1 2020 and has held it in 26 quarters since. The position peaked at $68.6K in Q1 2024. 553 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • HHM Wealth Advisors held 225 shares of iShares S&P 500 Value ETF worth $51.1K as of Q2 2026.
  • HHM Wealth Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #384 holding.
  • HHM Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's iShares S&P 500 Value ETF position peaked at $68.6K in Q1 2024.
  • 553 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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