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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HTG Investment Advisors's IVE Position: Q1 2026 in Review

HTG Investment Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 7,705 shares worth $1.63M. The stake represents 0.46% of the portfolio and ranks #31 among its holdings. This is a return to the name: HTG Investment Advisors previously reported a position in IVE as recently as Q3 2024.

HTG Investment Advisors first reported a position in IVE in Q4 2023 and has held it in 3 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • HTG Investment Advisors held 7,705 shares of iShares S&P 500 Value ETF worth $1.63M as of Q1 2026.
  • iShares S&P 500 Value ETF was a new HTG Investment Advisors position in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.46% of HTG Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • HTG Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.