KFA Private Wealth Group
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KFA Private Wealth Group’s iShares S&P 500 Value ETF IVE Stock Holding History

KFA Private Wealth Group’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
Q3 		$785K Sell
3,439
-145
-4% -$33.9K 0.18% 57
2026
Q2 		$814K Buy
+3,584
New +$801K 0.2% 56
2024
Q3 		– Sell
-2,727
Closed -$496K – 83
2024
Q2 		$496K Sell
2,727
-54,327
-95% -$9.9M 0.26% 43
2024
Q1 		$10.7M Buy
57,054
+476
+0.8% +$84.6K 3.31% 9
2023
Q4 		$9.8M Buy
56,578
+8,010
+16% +$1.29M 3.53% 9
2023
Q3 		$7.47M Buy
48,568
+1,418
+3% +$229K 3.11% 10
2023
Q2 		$7.6M Buy
47,150
+467
+1% +$71.8K 3.15% 10
2023
Q1 		$7.08M Sell
46,683
-3,040
-6% -$459K 3.23% 10
2022
Q4 		$7.21M Buy
49,723
+4,995
+11% +$713K 3.68% 10
2022
Q3 		$5.75M Buy
44,728
+319
+0.7% +$45.2K 3.06% 10
2022
Q2 		$6.1M Buy
44,409
+65
+0.1% +$9.6K 3.38% 9
2022
Q1 		$6.9M Buy
44,344
+2,071
+5% +$319K 3.46% 8
2021
Q4 		$6.62M Buy
42,273
+308
+0.7% +$46.8K 3.29% 9
2021
Q3 		$6.1M Buy
41,965
+241
+0.6% +$35.9K 3.34% 9
2021
Q2 		$6.16M Buy
41,724
+729
+2% +$107K 3.36% 9
2021
Q1 		$5.79M Buy
40,995
+1,864
+5% +$251K 3.38% 10
2020
Q4 		$5.01M Buy
39,131
+1,020
+3% +$123K 3.18% 10
2020
Q3 		$4.29M Buy
38,111
+1,636
+4% +$185K 3.21% 10
2020
Q2 		$3.95M Buy
36,475
+4,283
+13% +$454K 3.8% 8
2020
Q1 		$3.1M Buy
+32,192
New +$3.83M 3.67% 7

Other funds holding IVE

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

KFA Private Wealth Group's IVE Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares S&P 500 Value ETF (IVE) stake by 4% in Q3 2026, selling an estimated $33.9K and leaving 3,439 shares worth $785K. The position accounts for 0.18% of the portfolio, ranked #57.

KFA Private Wealth Group first reported a position in IVE in Q1 2020 and has held it in 20 quarters since. The position peaked at $10.7M in Q1 2024. 456 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • KFA Private Wealth Group held 3,439 shares of iShares S&P 500 Value ETF worth $785K as of Q3 2026.
  • KFA Private Wealth Group sold 145 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $33.9K.
  • iShares S&P 500 Value ETF made up 0.18% of KFA Private Wealth Group's portfolio in Q3 2026, its #57 holding.
  • KFA Private Wealth Group first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 20 quarters since.
  • KFA Private Wealth Group's iShares S&P 500 Value ETF position peaked at $10.7M in Q1 2024.
  • 456 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.