Kapstone Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Kapstone Financial 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	$314K	Buy	1,382 +2	+0.1%	+$447	0.13%	113
2026 Q1	$291K	Buy	1,380 +1	+0.1%	+$217	0.14%	100
2025 Q4	$292K	Buy	1,379 +1	+0.1%	+$210	0.15%	86
2025 Q3	$284K	Buy	1,378 +2	+0.1%	+$402	0.13%	84
2025 Q2	$269K	Buy	+1,376	New	+$256K	0.13%	86

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kapstone Financial Advisors's IVE Position: Q2 2026 in Review

Kapstone Financial Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.14% in Q2 2026, buying an estimated $447 and bringing the position to 1,382 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #113.

Kapstone Financial Advisors first reported a position in IVE in Q2 2025 and has held it in 5 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Kapstone Financial Advisors held 1,382 shares of iShares S&P 500 Value ETF worth $314K as of Q2 2026.
Kapstone Financial Advisors bought 2 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $447.
iShares S&P 500 Value ETF made up 0.13% of Kapstone Financial Advisors's portfolio in Q2 2026, its #113 holding.
Kapstone Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.