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

Huntleigh 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	$285K	Buy	1,257 +12	+1%	+$2.68K	0.04%	248
2026 Q1	$263K	Sell	1,245 -406	-25%	-$87.9K	0.04%	235
2025 Q4	$350K	Buy	1,651 +2	+0.1%	+$419	0.06%	201
2025 Q3	$341K	Buy	1,649 +31	+2%	+$6.23K	0.06%	207
2025 Q2	$316K	Buy	1,618 +2	+0.1%	+$373	0.06%	201
2025 Q1	$308K	Sell	1,616 -25	-2%	-$4.84K	0.05%	192
2024 Q4	$313K	Buy	+1,641	New	+$325K	0.07%	187

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

Huntleigh Advisors's IVE Position: Q2 2026 in Review

Huntleigh Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.96% in Q2 2026, buying an estimated $2.68K and bringing the position to 1,257 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #248.

Huntleigh Advisors first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $350K in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Huntleigh Advisors held 1,257 shares of iShares S&P 500 Value ETF worth $285K as of Q2 2026.
Huntleigh Advisors bought 12 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.68K.
iShares S&P 500 Value ETF made up 0.04% of Huntleigh Advisors's portfolio in Q2 2026, its #248 holding.
Huntleigh Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Huntleigh Advisors's iShares S&P 500 Value ETF position peaked at $350K in Q4 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.