Howard Capital Management Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Howard Capital Management Group’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	$208K	Buy	+917	New	+$205K	0.01%	134

Other funds holding IVE

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Howard Capital Management Group's IVE Position: Q2 2026 in Review

Howard Capital Management Group opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 917 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #134 among its holdings.

336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Howard Capital Management Group held 917 shares of iShares S&P 500 Value ETF worth $208K as of Q2 2026.
iShares S&P 500 Value ETF was a new Howard Capital Management Group position in Q2 2026.
iShares S&P 500 Value ETF made up 0.01% of Howard Capital Management Group's portfolio in Q2 2026, its #134 holding.
336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.