JT Stratford LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

JT Stratford LLC’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 Q1	$1.48M	Sell	7,023 -756	-10%	-$164K	0.19%	126
2025 Q4	$1.65M	Buy	7,779 +2,759	+55%	+$578K	0.21%	106
2025 Q3	$1.04M	Buy	5,020 +319	+7%	+$64.1K	0.14%	142
2025 Q2	$919K	Sell	4,701 -186	-4%	-$34.6K	0.14%	148
2025 Q1	$931K	Buy	4,887 +1,652	+51%	+$320K	0.16%	147
2024 Q4	$617K	Sell	3,235 -1,941	-38%	-$385K	0.1%	180
2024 Q3	$1.02M	Buy	5,176 +2,736	+112%	+$520K	0.17%	145
2024 Q2	$444K	Buy	2,440 +82	+3%	+$14.9K	0.08%	203
2024 Q1	$440K	Buy	+2,358	New	+$419K	0.09%	197

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JT Stratford LLC's IVE Position: Q1 2026 in Review

JT Stratford LLC reduced its iShares S&P 500 Value ETF (IVE) stake by 9.7% in Q1 2026, selling an estimated $164K and leaving 7,023 shares worth $1.48M. The position accounts for 0.19% of the portfolio, ranked #126.

JT Stratford LLC first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

JT Stratford LLC held 7,023 shares of iShares S&P 500 Value ETF worth $1.48M as of Q1 2026.
JT Stratford LLC sold 756 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $164K.
iShares S&P 500 Value ETF made up 0.19% of JT Stratford LLC's portfolio in Q1 2026, its #126 holding.
JT Stratford LLC first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
JT Stratford LLC's iShares S&P 500 Value ETF position peaked at $1.65M in Q4 2025.
1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.