Kerr Financial Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Kerr Financial Planning’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	$567K	Sell	2,499 -9	-0.4%	-$2.01K	0.63%	35
2026 Q1	$552K	Sell	2,508 -118	-4%	-$25.6K	0.39%	32
2025 Q4	$576K	Buy	2,626 +396	+18%	+$83K	0.78%	27
2025 Q3	$467K	Buy	+2,230	New	+$448K	0.66%	29

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

Kerr Financial Planning's IVE Position: Q2 2026 in Review

Kerr Financial Planning reduced its iShares S&P 500 Value ETF (IVE) stake by 0.36% in Q2 2026, selling an estimated $2.01K and leaving 2,499 shares worth $567K. The position accounts for 0.63% of the portfolio, ranked #35.

Kerr Financial Planning first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $576K in Q4 2025. 1,762 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Kerr Financial Planning held 2,499 shares of iShares S&P 500 Value ETF worth $567K as of Q2 2026.
Kerr Financial Planning sold 9 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.01K.
iShares S&P 500 Value ETF made up 0.63% of Kerr Financial Planning's portfolio in Q2 2026, its #35 holding.
Kerr Financial Planning first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's iShares S&P 500 Value ETF position peaked at $576K in Q4 2025.
1,762 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.