Knuff & Co’s iShares S&P 500 Value ETF IVE Stock Holding History

Knuff & Co’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	$39.7K	Hold	175	–	–	0.01%	133
2026 Q1	$37K	Hold	175	–	–	0.01%	123
2025 Q4	$37.1K	Hold	175	–	–	0.01%	121
2025 Q3	$36.1K	Sell	175 -25	-13%	-$5.02K	0.01%	115
2025 Q2	$39.1K	Hold	200	–	–	0.01%	116
2025 Q1	$38.1K	Sell	200 -56	-22%	-$10.8K	0.01%	126
2024 Q4	$48.9K	Hold	256	–	–	0.01%	130
2024 Q3	$50.5K	Hold	256	–	–	0.02%	112
2024 Q2	$46.6K	Hold	256	–	–	0.02%	121
2024 Q1	$47.8K	Hold	256	–	–	0.02%	112
2023 Q4	$44.5K	Sell	256 -15	-6%	-$2.41K	0.02%	105
2023 Q3	$41.7K	Sell	271 -25	-8%	-$4.04K	0.02%	108
2023 Q2	$47.7K	Sell	296 -10	-3%	-$1.54K	0.02%	109
2023 Q1	$46.4K	Sell	306 -190	-38%	-$28.7K	0.02%	115
2022 Q4	$72K	Sell	496 -4	-0.8%	-$571	0.03%	98
2022 Q3	$64K	Sell	500 -30	-6%	-$4.25K	0.03%	99
2022 Q2	$73K	Hold	530	–	–	0.03%	97
2022 Q1	$83K	Hold	530	–	–	0.03%	102
2021 Q4	$83K	Hold	530	–	–	0.03%	109
2021 Q3	$77K	Hold	530	–	–	0.03%	104
2021 Q2	$78K	Hold	530	–	–	0.03%	108
2021 Q1	$75K	Hold	530	–	–	0.03%	105
2020 Q4	$68K	Hold	530	–	–	0.03%	114
2020 Q3	$60K	Buy	+530	New	+$60.1K	0.03%	112

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Knuff & Co's IVE Position: Q2 2026 in Review

Knuff & Co held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 175 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #133.

Knuff & Co first reported a position in IVE in Q3 2020 and has held it in 24 quarters since. The position peaked at $83K in Q1 2022. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Knuff & Co held 175 shares of iShares S&P 500 Value ETF worth $39.7K as of Q2 2026.
Knuff & Co left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.01% of Knuff & Co's portfolio in Q2 2026, its #133 holding.
Knuff & Co first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 24 quarters since.
Knuff & Co's iShares S&P 500 Value ETF position peaked at $83K in Q1 2022.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Knuff & Co's 13F filing for Q2 2026, filed 10 Aug 2026.