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J.W. Burns & Co’s iShares S&P 500 Value ETF IVE Stock Holding History

J.W. Burns & Co’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 		$237K Buy
+1,044
New +$233K 0.02% 181

Other funds holding IVE

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

J.W. Burns & Co's IVE Position: Q2 2026 in Review

J.W. Burns & Co opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 1,044 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings.

336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • J.W. Burns & Co held 1,044 shares of iShares S&P 500 Value ETF worth $237K as of Q2 2026.
  • iShares S&P 500 Value ETF was a new J.W. Burns & Co position in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.02% of J.W. Burns & Co's portfolio in Q2 2026, its #181 holding.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.