Human Investing’s iShares S&P 500 Value ETF IVE Stock Holding History

Human Investing’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	$217K	Hold	957	–	–	0.03%	97
2026 Q1	$202K	Sell	957 -114	-11%	-$24.7K	0.03%	95
2025 Q4	$227K	Buy	1,071 +29	+3%	+$6.08K	0.03%	89
2025 Q3	$215K	Sell	1,042 -4	-0.4%	-$803	0.03%	90
2025 Q2	$204K	Sell	1,046 -234	-18%	-$43.6K	0.03%	96
2025 Q1	$244K	Buy	1,280 +220	+21%	+$42.6K	0.04%	82
2024 Q4	$202K	Sell	1,060 -219	-17%	-$43.4K	0.04%	95
2024 Q3	$252K	Buy	1,279 +130	+11%	+$24.7K	0.05%	88
2024 Q2	$209K	Hold	1,149	–	–	0.04%	91
2024 Q1	$215K	Buy	+1,149	New	+$204K	0.04%	87
2019 Q1	–	Sell	-4,300	Closed	-$738K	–	385
2018 Q4	$738K	Buy	+4,300	New	+$470K	0.31%	86

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

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

Human Investing's IVE Position: Q2 2026 in Review

Human Investing held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 957 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #97.

Human Investing first reported a position in IVE in Q4 2018 and has held it in 11 quarters since. The position peaked at $738K in Q4 2018. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Human Investing held 957 shares of iShares S&P 500 Value ETF worth $217K as of Q2 2026.
Human Investing left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of Human Investing's portfolio in Q2 2026, its #97 holding.
Human Investing first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 11 quarters since.
Human Investing's iShares S&P 500 Value ETF position peaked at $738K in Q4 2018.
911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.