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Independent Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Independent Financial Group’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 		$3.77M Buy
16,611
+1,077
+7% +$241K 0.07% 276
2026
Q1 		$3.28M Sell
15,534
-411
-3% -$89K 0.07% 273
2025
Q4 		$3.38M Buy
15,945
+684
+4% +$143K 0.08% 246
2025
Q3 		$3.15M Sell
15,261
-1,018
-6% -$204K 0.08% 250
2025
Q2 		$3.18M Buy
16,279
+5,364
+49% +$999K 0.09% 223
2025
Q1 		$2.08M Sell
10,915
-6,068
-36% -$1.17M 0.07% 268
2024
Q4 		$3.24M Buy
16,983
+196
+1% +$38.9K 0.11% 183
2024
Q3 		$3.31M Buy
16,787
+9,919
+144% +$1.88M 0.12% 165
2024
Q2 		$1.25M Sell
6,868
-9,639
-58% -$1.76M 0.05% 342
2024
Q1 		$3.08M Buy
16,507
+319
+2% +$56.7K 0.14% 141
2023
Q4 		$2.81M Buy
16,188
+11,921
+279% +$1.92M 0.15% 150
2023
Q3 		$656K Sell
4,267
-23
-0.5% -$3.72K 0.04% 427
2023
Q2 		$692K Buy
4,290
+705
+20% +$108K 0.05% 394
2023
Q1 		$544K Buy
3,585
+386
+12% +$58.3K 0.04% 433
2022
Q4 		$464K Buy
3,199
+183
+6% +$26.1K 0.04% 433
2022
Q3 		$388K Buy
3,016
+8
+0.3% +$1.13K 0.04% 464
2022
Q2 		$413K Sell
3,008
-2,570
-46% -$379K 0.04% 424
2022
Q1 		$869K Buy
5,578
+1,853
+50% +$285K 0.07% 294
2021
Q4 		$583K Buy
3,725
+1,131
+44% +$172K 0.05% 382
2021
Q3 		$377K Sell
2,594
-1,578
-38% -$235K 0.04% 448
2021
Q2 		$616K Buy
4,172
+413
+11% +$60.8K 0.07% 314
2021
Q1 		$531K Buy
3,759
+1,733
+86% +$233K 0.07% 322
2020
Q4 		$259K Buy
+2,026
New +$245K 0.04% 458

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

Independent Financial Group's IVE Position: Q2 2026 in Review

Independent Financial Group increased its iShares S&P 500 Value ETF (IVE) stake by 6.9% in Q2 2026, buying an estimated $241K and bringing the position to 16,611 shares worth $3.77M. The position accounts for 0.07% of the portfolio, ranked #276.

Independent Financial Group first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Independent Financial Group held 16,611 shares of iShares S&P 500 Value ETF worth $3.77M as of Q2 2026.
  • Independent Financial Group bought 1,077 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $241K.
  • iShares S&P 500 Value ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #276 holding.
  • Independent Financial Group first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.