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

IFG 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 		$483K Buy
2,126
+1
+0% +$223 0.07% 98
2026
Q1 		$449K Sell
2,125
-53
-2% -$11.5K 0.07% 97
2025
Q4 		$462K Buy
2,178
+3
+0.1% +$629 0.08% 93
2025
Q3 		$449K Buy
2,175
+33
+2% +$6.63K 0.07% 94
2025
Q2 		$419K Buy
2,142
+3
+0.1% +$559 0.07% 100
2025
Q1 		$408K Sell
2,139
-135
-6% -$26.1K 0.08% 95
2024
Q4 		$434K Buy
2,274
+4
+0.2% +$793 0.09% 95
2024
Q3 		$448K Buy
2,270
+137
+6% +$26K 0.1% 83
2024
Q2 		$388K Buy
2,133
+72
+3% +$13.1K 0.09% 88
2024
Q1 		$385K Buy
2,061
+3
+0.1% +$533 0.1% 84
2023
Q4 		$358K Buy
2,058
+8
+0.4% +$1.29K 0.11% 85
2023
Q3 		$315K Hold
2,050
– – 0.11% 89
2023
Q2 		$330K Buy
2,050
+2
+0.1% +$308 0.12% 88
2023
Q1 		$311K Buy
2,048
+4
+0.2% +$604 0.12% 89
2022
Q4 		$297K Sell
2,044
-320
-14% -$45.7K 0.13% 87
2022
Q3 		$304K Buy
+2,364
New +$335K 0.15% 81

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFG Advisors's IVE Position: Q2 2026 in Review

IFG Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.05% in Q2 2026, buying an estimated $223 and bringing the position to 2,126 shares worth $483K. The position accounts for 0.07% of the portfolio, ranked #98.

IFG Advisors first reported a position in IVE in Q3 2022 and has held it in 16 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • IFG Advisors held 2,126 shares of iShares S&P 500 Value ETF worth $483K as of Q2 2026.
  • IFG Advisors bought 1 iShares S&P 500 Value ETF share in Q2 2026, an estimated $223.
  • iShares S&P 500 Value ETF made up 0.07% of IFG Advisors's portfolio in Q2 2026, its #98 holding.
  • IFG Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.