HTG Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

HTG Investment 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	$1.72M	Sell	7,561 -144	-2%	-$32.2K	0.44%	33
2026 Q1	$1.63M	Buy	+7,705	New	+$1.67M	0.46%	31
2024 Q4	–	Sell	-1,068	Closed	-$211K	–	69
2024 Q3	$211K	Buy	+1,068	New	+$203K	0.1%	62
2024 Q1	–	Sell	-1,155	Closed	-$201K	–	63
2023 Q4	$201K	Buy	+1,155	New	+$186K	0.13%	60

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HTG Investment Advisors's IVE Position: Q2 2026 in Review

HTG Investment Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 1.9% in Q2 2026, selling an estimated $32.2K and leaving 7,561 shares worth $1.72M. The position accounts for 0.44% of the portfolio, ranked #33.

HTG Investment Advisors first reported a position in IVE in Q4 2023 and has held it in 4 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

HTG Investment Advisors held 7,561 shares of iShares S&P 500 Value ETF worth $1.72M as of Q2 2026.
HTG Investment Advisors sold 144 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $32.2K.
iShares S&P 500 Value ETF made up 0.44% of HTG Investment Advisors's portfolio in Q2 2026, its #33 holding.
HTG Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 4 quarters since.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.