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

IFG Advisory’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 Q1	–	Sell	-39,687	Closed	-$8.42M	–	623
2025 Q4	$8.42M	Buy	39,687 +1,233	+3%	+$258K	0.37%	75
2025 Q3	$7.94M	Buy	38,454 +18,087	+89%	+$3.63M	0.36%	76
2025 Q2	$3.98M	Buy	20,367 +6,977	+52%	+$1.3M	0.2%	129
2025 Q1	$2.55M	Buy	13,390 +4,145	+45%	+$802K	0.14%	187
2024 Q4	$1.76M	Buy	+9,245	New	+$1.83M	0.1%	218
2024 Q3	–	Sell	-10,439	Closed	-$1.9M	–	506
2024 Q2	$1.9M	Buy	10,439 +379	+4%	+$69K	0.12%	199
2024 Q1	$1.88M	Buy	+10,060	New	+$1.79M	0.14%	193
2022 Q4	–	Sell	-2,684	Closed	-$345K	–	516
2022 Q3	$345K	Buy	+2,684	New	+$380K	0.03%	380
2019 Q1	–	Sell	-54,310	Closed	-$6.31M	–	343
2018 Q4	$6.31M	Buy	+54,310	New	+$5.94M	1.49%	12

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFG Advisory's IVE Position: Q1 2026 in Review

IFG Advisory sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 39,687 shares — an estimated $8.42M sold.

IFG Advisory first reported a position in IVE in Q4 2018 and held it in 9 quarters. The position peaked at $8.42M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

IFG Advisory reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 39,687 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $8.42M.
IFG Advisory first reported a position in iShares S&P 500 Value ETF in Q4 2018 and held it in 9 quarters.
IFG Advisory's iShares S&P 500 Value ETF position peaked at $8.42M in Q4 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.