Horizon Financial Services
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Horizon Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Horizon Financial Services’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 		$7.76K Sell
34
-1,493
-98% -$349K ﹤0.01% 375
2026
Q2 		$347K Buy
+1,527
New +$341K 0.13% 67

Other funds holding IVE

JP Morgan Chase
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Horizon Financial Services's IVE Position: Q3 2026 in Review

Horizon Financial Services reduced its iShares S&P 500 Value ETF (IVE) stake by 98% in Q3 2026, selling an estimated $349K and leaving 34 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Horizon Financial Services first reported a position in IVE in Q2 2026 and has held it in 2 quarters since. The position peaked at $347K in Q2 2026. 1,421 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Horizon Financial Services held 34 shares of iShares S&P 500 Value ETF worth $7.76K as of Q3 2026.
  • Horizon Financial Services sold 1,493 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $349K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Horizon Financial Services's portfolio in Q3 2026, its #375 holding.
  • Horizon Financial Services first reported a position in iShares S&P 500 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Horizon Financial Services's iShares S&P 500 Value ETF position peaked at $347K in Q2 2026.
  • 1,421 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.