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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.9M Buy
+47,861
New +$10.7M 0.38% 63
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

IFG Advisory's IVE Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 47,861 shares worth $10.9M. The stake represents 0.38% of the portfolio and ranks #63 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IVE as recently as Q4 2025.

IFG Advisory first reported a position in IVE in Q4 2018 and has held it in 10 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • IFG Advisory held 47,861 shares of iShares S&P 500 Value ETF worth $10.9M as of Q2 2026.
  • iShares S&P 500 Value ETF was a new IFG Advisory position in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.38% of IFG Advisory's portfolio in Q2 2026, its #63 holding.
  • IFG Advisory first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 10 quarters since.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.