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Jackson Grant Investment Advisers’s iShares S&P 500 Value ETF IVE Stock Holding History

Jackson Grant Investment Advisers’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 		$785K Buy
3,455
+13
+0.4% +$2.9K 0.24% 62
2026
Q1 		$727K Buy
3,442
+13
+0.4% +$2.81K 0.24% 64
2025
Q4 		$727K Sell
3,429
-38
-1% -$7.96K 0.24% 64
2025
Q3 		$716K Buy
3,467
+14
+0.4% +$2.81K 0.24% 60
2025
Q2 		$675K Buy
3,453
+25
+0.7% +$4.66K 0.25% 55
2025
Q1 		$653K Buy
3,428
+13
+0.4% +$2.52K 0.25% 56
2024
Q4 		$652K Buy
3,415
+18
+0.5% +$3.57K 0.25% 56
2024
Q3 		$670K Buy
3,397
+20
+0.6% +$3.8K 0.25% 59
2024
Q2 		$615K Buy
3,377
+15
+0.4% +$2.73K 0.25% 62
2024
Q1 		$628K Buy
3,362
+15
+0.4% +$2.67K 0.26% 57
2023
Q4 		$582K Buy
3,347
+15
+0.5% +$2.41K 0.26% 57
2023
Q3 		$513K Buy
3,332
+18
+0.5% +$2.91K 0.25% 55
2023
Q2 		$534K Buy
3,314
+12
+0.4% +$1.85K 0.25% 55
2023
Q1 		$501K Buy
3,302
+69
+2% +$10.4K 0.24% 58
2022
Q4 		$469K Buy
3,233
+18
+0.6% +$2.57K 0.23% 63
2022
Q3 		$413K Buy
3,215
+23
+0.7% +$3.26K 0.22% 63
2022
Q2 		$439K Buy
3,192
+13
+0.4% +$1.92K 0.22% 64
2022
Q1 		$495K Buy
3,179
+14
+0.4% +$2.15K 0.21% 64
2021
Q4 		$496K Buy
3,165
+16
+0.5% +$2.43K 0.25% 54
2021
Q3 		$458K Buy
3,149
+18
+0.6% +$2.68K 0.2% 66
2021
Q2 		$462K Buy
3,131
+11
+0.4% +$1.62K 0.2% 64
2021
Q1 		$441K Buy
3,120
+15
+0.5% +$2.02K 0.2% 65
2020
Q4 		$397K Buy
3,105
+19
+0.6% +$2.3K 0.2% 63
2020
Q3 		$347K Buy
3,086
+23
+0.8% +$2.61K 0.21% 60
2020
Q2 		$331K Buy
3,063
+17
+0.6% +$1.8K 0.21% 61
2020
Q1 		$293K Buy
3,046
+26
+0.9% +$3.09K 0.22% 60
2019
Q4 		$393K Buy
3,020
+17
+0.6% +$2.12K 0.21% 59
2019
Q3 		$358K Buy
3,003
+18
+0.6% +$2.11K 0.2% 60
2019
Q2 		$348K Buy
2,985
+17
+0.6% +$1.95K 0.2% 60
2019
Q1 		$335K Buy
2,968
+17
+0.6% +$1.87K 0.2% 59
2018
Q4 		$299K Buy
2,951
+38
+1% +$4.16K 0.21% 63
2018
Q3 		$337K Buy
2,913
+19
+0.7% +$2.18K 0.21% 60
2018
Q2 		$319K Hold
2,894
– – 0.22% 57
2018
Q1 		$316K Buy
2,894
+17
+0.6% +$1.94K 0.22% 57
2017
Q4 		$329K Buy
2,877
+33
+1% +$3.66K 0.22% 57
2017
Q3 		$307K Buy
2,844
+16
+0.6% +$1.69K 0.22% 54
2017
Q2 		$297K Buy
2,828
+15
+0.5% +$1.56K 0.23% 52
2017
Q1 		$293K Hold
2,813
– – 0.24% 50
2016
Q4 		$285K Buy
2,813
+34
+1% +$3.32K 0.24% 49
2016
Q3 		$264K Hold
2,779
– – 0.22% 52
2016
Q2 		$258K Buy
2,779
+33
+1% +$3.02K 0.23% 48
2016
Q1 		$247K Buy
2,746
+18
+0.7% +$1.54K 0.23% 51
2015
Q4 		$242K Buy
+2,728
New +$244K 0.23% 50

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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 $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

Jackson Grant Investment Advisers's IVE Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares S&P 500 Value ETF (IVE) stake by 0.38% in Q2 2026, buying an estimated $2.9K and bringing the position to 3,455 shares worth $785K. The position accounts for 0.24% of the portfolio, ranked #62.

Jackson Grant Investment Advisers first reported a position in IVE in Q4 2015 and has held it in 43 quarters since. 906 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Jackson Grant Investment Advisers held 3,455 shares of iShares S&P 500 Value ETF worth $785K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 13 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.9K.
  • iShares S&P 500 Value ETF made up 0.24% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #62 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares S&P 500 Value ETF in Q4 2015 and has held it in 43 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.