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 Q3	$515K	Hold	2,255	–	–	0.22%	23
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IVE Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 2,255 shares worth $515K. The position accounts for 0.22% of the portfolio, ranked #23.

Koesten Hirschmann & Crabtree first reported a position in IVE in Q1 2024 and has held it in 11 quarters since. 1,011 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Koesten Hirschmann & Crabtree held 2,255 shares of iShares S&P 500 Value ETF worth $515K as of Q3 2026.
Koesten Hirschmann & Crabtree left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up 0.22% of Koesten Hirschmann & Crabtree's portfolio in Q3 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 11 quarters since.
1,011 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.