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

IFC 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 		$218K Sell
958
-96
-9% -$21.4K 0.03% 171
2026
Q1 		$223K Hold
1,054
– – 0.03% 147
2025
Q4 		$224K Sell
1,054
-154
-13% -$32.3K 0.03% 161
2025
Q3 		$249K Sell
1,208
-89
-7% -$17.9K 0.05% 157
2025
Q2 		$253K Hold
1,297
– – 0.05% 155
2025
Q1 		$247K Hold
1,297
– – 0.05% 145
2024
Q4 		$248K Buy
+1,297
New +$257K 0.05% 128

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFC Advisors's IVE Position: Q2 2026 in Review

IFC Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 9.1% in Q2 2026, selling an estimated $21.4K and leaving 958 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #171.

IFC Advisors first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $253K in Q2 2025. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • IFC Advisors held 958 shares of iShares S&P 500 Value ETF worth $218K as of Q2 2026.
  • IFC Advisors sold 96 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $21.4K.
  • iShares S&P 500 Value ETF made up 0.03% of IFC Advisors's portfolio in Q2 2026, its #171 holding.
  • IFC Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's iShares S&P 500 Value ETF position peaked at $253K in Q2 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.