Independent Advisor Alliance’s iShares S&P 500 Value ETF IVE Stock Holding History

Independent Advisor Alliance’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	$1.04M	Sell	4,566 -24,043	-84%	-$5.37M	0.02%	448
2026 Q1	$6.04M	Buy	28,609 +26,017	+1,004%	+$5.63M	0.06%	273
2025 Q4	$550K	Buy	2,592 +92	+4%	+$19.3K	0.01%	620
2025 Q3	$516K	Sell	2,500 -79	-3%	-$15.9K	0.01%	612
2025 Q2	$504K	Buy	+2,579	New	+$480K	0.01%	586
2025 Q1	–	Sell	-31,605	Closed	-$6.03M	–	1099
2024 Q4	$6.03M	Buy	+31,605	New	+$6.27M	0.08%	237
2020 Q1	–	Sell	-17,565	Closed	-$2.29M	–	635
2019 Q4	$2.29M	Buy	+17,565	New	+$2.19M	0.1%	219
2017 Q2	–	Sell	-5,587	Closed	-$578K	–	317
2017 Q1	$578K	Buy	+5,587	New	+$580K	0.09%	218

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

Independent Advisor Alliance's IVE Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares S&P 500 Value ETF (IVE) stake by 84% in Q2 2026, selling an estimated $5.37M and leaving 4,566 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #448.

Independent Advisor Alliance first reported a position in IVE in Q1 2017 and has held it in 8 quarters since. The position peaked at $6.04M in Q1 2026. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Independent Advisor Alliance held 4,566 shares of iShares S&P 500 Value ETF worth $1.04M as of Q2 2026.
Independent Advisor Alliance sold 24,043 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $5.37M.
iShares S&P 500 Value ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #448 holding.
Independent Advisor Alliance first reported a position in iShares S&P 500 Value ETF in Q1 2017 and has held it in 8 quarters since.
Independent Advisor Alliance's iShares S&P 500 Value ETF position peaked at $6.04M in Q1 2026.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.