J.M. Arbour
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J.M. Arbour’s iShares S&P 500 Value ETF IVE Stock Holding History

J.M. Arbour’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
Q3 		$3.12M Sell
13,675
-37
-0.3% -$8.64K 2.5% 6
2026
Q2 		$3.11M Sell
13,712
-2,261
-14% -$505K 2.68% 5
2026
Q1 		$3.37M Sell
15,973
-1,883
-11% -$408K 3.24% 3
2025
Q4 		$3.79M Buy
+17,856
New +$3.74M 3.78% 2

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

J.M. Arbour's IVE Position: Q3 2026 in Review

J.M. Arbour reduced its iShares S&P 500 Value ETF (IVE) stake by 0.27% in Q3 2026, selling an estimated $8.64K and leaving 13,675 shares worth $3.12M. The position accounts for 2.5% of the portfolio, ranked #6.

J.M. Arbour first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.79M in Q4 2025. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • J.M. Arbour held 13,675 shares of iShares S&P 500 Value ETF worth $3.12M as of Q3 2026.
  • J.M. Arbour sold 37 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $8.64K.
  • iShares S&P 500 Value ETF made up 2.5% of J.M. Arbour's portfolio in Q3 2026, its #6 holding.
  • J.M. Arbour first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • J.M. Arbour's iShares S&P 500 Value ETF position peaked at $3.79M in Q4 2025.
  • 1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on J.M. Arbour's 13F filing for Q3 2026, filed 5 Nov 2026.