IRAG
IVE icon

Investment Research & Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Investment Research & Advisory 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 		$590K Buy
2,599
+11
+0.4% +$2.46K 0.18% 57
2026
Q1 		$547K Buy
2,588
+9
+0.3% +$1.95K 0.19% 57
2025
Q4 		$547K Buy
2,579
+12
+0.5% +$2.52K 0.18% 54
2025
Q3 		$530K Buy
2,567
+12
+0.5% +$2.41K 0.18% 56
2025
Q2 		$499K Buy
2,555
+10
+0.4% +$1.86K 0.19% 56
2025
Q1 		$485K Hold
2,545
– – 0.2% 55
2024
Q4 		$486K Hold
2,545
– – 0.2% 54
2024
Q3 		$502K Hold
2,545
– – 0.21% 54
2024
Q2 		$463K Hold
2,545
– – 0.21% 56
2024
Q1 		$475K Hold
2,545
– – 0.22% 54
2023
Q4 		$443K Hold
2,545
– – 0.23% 57
2023
Q3 		$392K Hold
2,545
– – 0.22% 57
2023
Q2 		$410K Hold
2,545
– – 0.24% 54
2023
Q1 		$386K Hold
2,545
– – 0.25% 53
2022
Q4 		$369K Hold
2,545
– – 0.24% 51
2022
Q3 		$327K Hold
2,545
– – 0.24% 53
2022
Q2 		$350K Hold
2,545
– – 0.25% 51
2022
Q1 		$396K Hold
2,545
– – 0.25% 51
2021
Q4 		$399K Sell
2,545
-1,634
-39% -$248K 0.24% 49
2021
Q3 		$612K Hold
4,179
– – 0.4% 44
2021
Q2 		$617K Buy
+4,179
New +$616K 0.41% 43

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Investment Research & Advisory Group's IVE Position: Q2 2026 in Review

Investment Research & Advisory Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.43% in Q2 2026, buying an estimated $2.46K and bringing the position to 2,599 shares worth $590K. The position accounts for 0.18% of the portfolio, ranked #57.

Investment Research & Advisory Group first reported a position in IVE in Q2 2021 and has held it in 21 quarters since. The position peaked at $617K in Q2 2021. 755 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Investment Research & Advisory Group held 2,599 shares of iShares S&P 500 Value ETF worth $590K as of Q2 2026.
  • Investment Research & Advisory Group bought 11 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.46K.
  • iShares S&P 500 Value ETF made up 0.18% of Investment Research & Advisory Group's portfolio in Q2 2026, its #57 holding.
  • Investment Research & Advisory Group first reported a position in iShares S&P 500 Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Investment Research & Advisory Group's iShares S&P 500 Value ETF position peaked at $617K in Q2 2021.
  • 755 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.