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

IMA Advisory Services’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	$714K	Buy	3,145 +2,550	+429%	+$570K	0.04%	204
2026 Q1	$126K	Buy	595 +157	+36%	+$34K	0.01%	195
2025 Q4	$93K	Hold	438	–	–	0.01%	215
2025 Q3	$90.6K	Hold	438	–	–	0.01%	197
2025 Q2	$85.7K	Hold	438	–	–	0.01%	195
2025 Q1	$83.6K	Buy	+438	New	+$84.8K	0.01%	205
2020 Q2	–	Sell	-81	Closed	-$8K	–	249
2020 Q1	$8K	Hold	81	–	–	﹤0.01%	211
2019 Q4	$11K	Hold	81	–	–	﹤0.01%	208
2019 Q3	$10K	Hold	81	–	–	﹤0.01%	212
2019 Q2	$9K	Hold	81	–	–	﹤0.01%	203
2019 Q1	$9K	Sell	81 -46	-36%	-$5.05K	﹤0.01%	211
2018 Q4	$13K	Sell	127 -116	-48%	-$12.7K	0.01%	205
2018 Q3	$28K	Hold	243	–	–	0.01%	174
2018 Q2	$27K	Buy	+243	New	+$26.9K	0.01%	193

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IMA Advisory Services's IVE Position: Q2 2026 in Review

IMA Advisory Services increased its iShares S&P 500 Value ETF (IVE) stake by 429% in Q2 2026, buying an estimated $570K and bringing the position to 3,145 shares worth $714K. The position accounts for 0.04% of the portfolio, ranked #204.

IMA Advisory Services first reported a position in IVE in Q2 2018 and has held it in 14 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

IMA Advisory Services held 3,145 shares of iShares S&P 500 Value ETF worth $714K as of Q2 2026.
IMA Advisory Services bought 2,550 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $570K.
iShares S&P 500 Value ETF made up 0.04% of IMA Advisory Services's portfolio in Q2 2026, its #204 holding.
IMA Advisory Services first reported a position in iShares S&P 500 Value ETF in Q2 2018 and has held it in 14 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.