Investor's Fiduciary Advisor Network’s iShares S&P 500 Value ETF IVE Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-7,208	Closed	-$1.52M	–	253
2026 Q1	$1.52M	Sell	7,208 -7,455	-51%	-$1.61M	0.47%	59
2025 Q4	$3.11M	Buy	14,663 +9,330	+175%	+$1.96M	0.67%	31
2025 Q3	$1.1M	Sell	5,333 -29	-0.5%	-$5.83K	0.37%	76
2025 Q2	$1.05M	Buy	5,362 +930	+21%	+$173K	0.39%	72
2025 Q1	$844K	Sell	4,432 -137	-3%	-$26.5K	0.4%	69
2024 Q4	$872K	Buy	+4,569	New	+$906K	0.33%	76

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

Investor's Fiduciary Advisor Network's IVE Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 7,208 shares — an estimated $1.52M sold.

Investor's Fiduciary Advisor Network first reported a position in IVE in Q4 2024 and held it in 6 quarters. The position peaked at $3.11M in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 7,208 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.52M.
Investor's Fiduciary Advisor Network first reported a position in iShares S&P 500 Value ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's iShares S&P 500 Value ETF position peaked at $3.11M in Q4 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.