Kingdom Financial Group
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Kingdom Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Kingdom Financial 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 		$271K Sell
1,188
-472
-28% -$110K 0.07% 131
2026
Q2 		$377K Sell
1,660
-710
-30% -$159K 0.1% 101
2026
Q1 		$500K Buy
2,370
+187
+9% +$40.5K 0.14% 77
2025
Q4 		$463K Buy
+2,183
New +$458K 0.14% 81

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Kingdom Financial Group's IVE Position: Q3 2026 in Review

Kingdom Financial Group reduced its iShares S&P 500 Value ETF (IVE) stake by 28% in Q3 2026, selling an estimated $110K and leaving 1,188 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #131.

Kingdom Financial Group first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. The position peaked at $500K in Q1 2026. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Kingdom Financial Group held 1,188 shares of iShares S&P 500 Value ETF worth $271K as of Q3 2026.
  • Kingdom Financial Group sold 472 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $110K.
  • iShares S&P 500 Value ETF made up 0.07% of Kingdom Financial Group's portfolio in Q3 2026, its #131 holding.
  • Kingdom Financial Group first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Kingdom Financial Group's iShares S&P 500 Value ETF position peaked at $500K in Q1 2026.
  • 1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.