Hutchens & Kramer Investment Management Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Hutchens & Kramer Investment 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	$1.63M	Sell	7,160 -1,360	-16%	-$304K	0.44%	43
2026 Q1	$1.8M	Sell	8,520 -207	-2%	-$44.8K	0.57%	38
2025 Q4	$1.85M	Buy	8,727 +1,496	+21%	+$314K	0.64%	30
2025 Q3	$1.49M	Sell	7,231 -229	-3%	-$46K	0.59%	34
2025 Q2	$1.47M	Buy	7,460 +477	+7%	+$88.9K	0.67%	34
2025 Q1	$1.33M	Buy	6,983 +1,408	+25%	+$272K	0.73%	31
2024 Q4	$1.06M	Buy	5,575 +179	+3%	+$35.5K	0.58%	34
2024 Q3	$1.06M	Buy	5,396 +1,109	+26%	+$211K	0.59%	35
2024 Q2	$776K	Buy	4,287 +377	+10%	+$68.7K	0.43%	49
2024 Q1	$726K	Buy	+3,910	New	+$695K	0.43%	49
2023 Q4	–	Sell	-1,938	Closed	-$296K	–	135
2023 Q3	$296K	Buy	+1,938	New	+$313K	0.24%	80

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

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

HFBOT

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

CCWA

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

ANB

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

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

Hutchens & Kramer Investment Management Group's IVE Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its iShares S&P 500 Value ETF (IVE) stake by 16% in Q2 2026, selling an estimated $304K and leaving 7,160 shares worth $1.63M. The position accounts for 0.44% of the portfolio, ranked #43.

Hutchens & Kramer Investment Management Group first reported a position in IVE in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.85M in Q4 2025. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Hutchens & Kramer Investment Management Group held 7,160 shares of iShares S&P 500 Value ETF worth $1.63M as of Q2 2026.
Hutchens & Kramer Investment Management Group sold 1,360 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $304K.
iShares S&P 500 Value ETF made up 0.44% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #43 holding.
Hutchens & Kramer Investment Management Group first reported a position in iShares S&P 500 Value ETF in Q3 2023 and has held it in 11 quarters since.
Hutchens & Kramer Investment Management Group's iShares S&P 500 Value ETF position peaked at $1.85M in Q4 2025.
616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.