JFS Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

JFS Wealth Advisors’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	$28.4M	Sell	124,892 -5,838	-4%	-$1.3M	1.41%	16
2026 Q1	$27.6M	Buy	130,730 +8,068	+7%	+$1.75M	1.54%	16
2025 Q4	$26M	Sell	122,662 -4,747	-4%	-$995K	1.47%	17
2025 Q3	$26.3M	Sell	127,409 -2,222	-2%	-$446K	1.54%	17
2025 Q2	$25.3M	Sell	129,631 -813	-0.6%	-$151K	1.61%	16
2025 Q1	$24.9M	Sell	130,444 -2,335	-2%	-$452K	1.68%	15
2024 Q4	$25.3M	Sell	132,779 -543	-0.4%	-$108K	1.73%	15
2024 Q3	$26.3M	Sell	133,322 -461	-0.3%	-$87.6K	1.76%	15
2024 Q2	$24.3M	Sell	133,783 -1,754	-1%	-$319K	1.92%	15
2024 Q1	$25.3M	Buy	135,537 +10,806	+9%	+$1.92M	2.01%	14
2023 Q4	$21.7M	Buy	124,731 +14,951	+14%	+$2.4M	1.84%	15
2023 Q3	$16.9M	Buy	109,780 +3,051	+3%	+$493K	1.59%	15
2023 Q2	$17.2M	Buy	106,729 +2,186	+2%	+$336K	1.55%	14
2023 Q1	$15.9M	Buy	104,543 +792	+0.8%	+$120K	1.5%	14
2022 Q4	$15.1M	Sell	103,751 -11,602	-10%	-$1.66M	1.47%	15
2022 Q3	$14.8M	Sell	115,353 -273	-0.2%	-$38.7K	1.63%	13
2022 Q2	$15.9M	Buy	115,626 +4,565	+4%	+$674K	1.68%	13
2022 Q1	$17.3M	Buy	111,061 +6,479	+6%	+$997K	1.63%	13
2021 Q4	$16.4M	Buy	104,582 +19,111	+22%	+$2.91M	1.54%	13
2021 Q3	$12.4M	Buy	85,471 +73,969	+643%	+$11M	1.28%	14
2021 Q2	$1.7M	Buy	11,502 +6,029	+110%	+$888K	0.25%	63
2021 Q1	$773K	Buy	5,473 +4,238	+343%	+$571K	0.16%	82
2020 Q4	$158K	Buy	1,235 +1	+0.1%	+$121	0.03%	151
2020 Q3	$139K	Hold	1,234	–	–	0.03%	157
2020 Q2	$134K	Sell	1,234 -452	-27%	-$48K	0.03%	156
2020 Q1	$162K	Buy	1,686 +621	+58%	+$73.9K	0.05%	141
2019 Q4	$139K	Hold	1,065	–	–	0.03%	162
2019 Q3	$127K	Buy	1,065 +453	+74%	+$53.1K	0.03%	169
2019 Q2	$71K	Hold	612	–	–	0.02%	216
2019 Q1	$69K	Hold	612	–	–	0.02%	210
2018 Q4	$62K	Buy	612 +1	+0.2%	+$109	0.02%	207
2018 Q3	$71K	Hold	611	–	–	0.02%	221
2018 Q2	$67K	Hold	611	–	–	0.02%	222
2018 Q1	$67K	Buy	611 +1	+0.2%	+$114	0.02%	227
2017 Q4	$70K	Hold	610	–	–	0.02%	227
2017 Q3	$66K	Buy	610 +432	+243%	+$45.7K	0.02%	219
2017 Q2	$19K	Buy	178 +1	+0.6%	+$104	0.01%	306
2017 Q1	$18K	Hold	177	–	–	﹤0.01%	317
2016 Q4	$18K	Buy	177 +51	+40%	+$4.98K	﹤0.01%	317
2016 Q3	$12K	Hold	126	–	–	﹤0.01%	367
2016 Q2	$12K	Sell	126 -65	-34%	-$5.95K	﹤0.01%	373
2016 Q1	$17K	Hold	191	–	–	0.01%	337
2015 Q4	$17K	Buy	+191	New	+$17.1K	﹤0.01%	338

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

JFS Wealth Advisors's IVE Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 4.5% in Q2 2026, selling an estimated $1.3M and leaving 124,892 shares worth $28.4M. The position accounts for 1.41% of the portfolio, ranked #16.

JFS Wealth Advisors first reported a position in IVE in Q4 2015 and has held it in 43 quarters since. 553 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

JFS Wealth Advisors held 124,892 shares of iShares S&P 500 Value ETF worth $28.4M as of Q2 2026.
JFS Wealth Advisors sold 5,838 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.3M.
iShares S&P 500 Value ETF made up 1.41% of JFS Wealth Advisors's portfolio in Q2 2026, its #16 holding.
JFS Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2015 and has held it in 43 quarters since.
553 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.