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Koesten Hirschmann & Crabtree’s iShares S&P 500 Value ETF IVE Stock Holding History

Koesten Hirschmann & Crabtree’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 		$512K Hold
2,255
– – 0.21% 23
2026
Q1 		$476K Hold
2,255
– – 0.23% 21
2025
Q4 		$478K Hold
2,255
– – 0.24% 22
2025
Q3 		$466K Hold
2,255
– – 0.22% 21
2025
Q2 		$441K Hold
2,255
– – 0.23% 21
2025
Q1 		$430K Sell
2,255
-100
-4% -$19.4K 0.25% 20
2024
Q4 		$450K Hold
2,355
– – 0.26% 24
2024
Q3 		$464K Hold
2,355
– – 0.27% 21
2024
Q2 		$440K Hold
2,355
– – 0.28% 21
2024
Q1 		$440K Buy
+2,355
New +$419K 0.28% 21

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IVE Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 2,255 shares worth $512K. The position accounts for 0.21% of the portfolio, ranked #23.

Koesten Hirschmann & Crabtree first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 2,255 shares of iShares S&P 500 Value ETF worth $512K as of Q2 2026.
  • Koesten Hirschmann & Crabtree left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.21% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #23 holding.
  • Koesten Hirschmann & Crabtree first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.