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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
Q3 		– Sell
-1,044
Closed -$237K – 193
2026
Q2 		$237K Buy
+1,044
New +$233K 0.02% 181

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

J.W. Burns & Co's IVE Position: Q3 2026 in Review

J.W. Burns & Co sold out of iShares S&P 500 Value ETF (IVE) in Q3 2026, closing a stake of 1,044 shares — an estimated $237K sold.

J.W. Burns & Co first reported a position in IVE in Q2 2026 and held it in 1 quarter. The position peaked at $237K in Q2 2026. 1,437 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • J.W. Burns & Co reported no remaining iShares S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
  • J.W. Burns & Co sold 1,044 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $237K.
  • J.W. Burns & Co first reported a position in iShares S&P 500 Value ETF in Q2 2026 and held it in 1 quarter.
  • J.W. Burns & Co's iShares S&P 500 Value ETF position peaked at $237K in Q2 2026.
  • 1,437 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on J.W. Burns & Co's 13F filing for Q3 2026, filed 20 Oct 2026.