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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
Q2 		$1.04M Sell
4,600
-2,423
-35% -$541K 0.11% 153
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JT Stratford LLC's IVE Position: Q2 2026 in Review

JT Stratford LLC reduced its iShares S&P 500 Value ETF (IVE) stake by 35% in Q2 2026, selling an estimated $541K and leaving 4,600 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #153.

JT Stratford LLC first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.65M in Q4 2025. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • JT Stratford LLC held 4,600 shares of iShares S&P 500 Value ETF worth $1.04M as of Q2 2026.
  • JT Stratford LLC sold 2,423 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $541K.
  • iShares S&P 500 Value ETF made up 0.11% of JT Stratford LLC's portfolio in Q2 2026, its #153 holding.
  • JT Stratford LLC first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • JT Stratford LLC's iShares S&P 500 Value ETF position peaked at $1.65M in Q4 2025.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.