Holos Integrated Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Holos Integrated Wealth’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	$2.35K	Buy	+10	New	+$2.34K	﹤0.01%	347

Other funds holding IVE

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Holos Integrated Wealth's IVE Position: Q3 2026 in Review

Holos Integrated Wealth opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 10 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #347 among its holdings.

609 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Holos Integrated Wealth held 10 shares of iShares S&P 500 Value ETF worth $2.35K as of Q3 2026.
iShares S&P 500 Value ETF was a new Holos Integrated Wealth position in Q3 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #347 holding.
609 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.