Larson Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $429K | Sell |
1,891
-125
| -6% | -$27.9K | 0.01% | 601 |
|
|
2026
Q1 | $426K | Buy |
2,016
+38
| +2% | +$8.23K | 0.01% | 522 |
|
|
2025
Q4 | $420K | Sell |
1,978
-893
| -31% | -$187K | 0.01% | 517 |
|
|
2025
Q3 | $593K | Buy |
2,871
+767
| +36% | +$154K | 0.02% | 414 |
|
|
2025
Q2 | $411K | Sell |
2,104
-12
| -0.6% | -$2.23K | 0.02% | 484 |
|
|
2025
Q1 | $403K | Sell |
2,116
-211
| -9% | -$40.8K | 0.02% | 453 |
|
|
2024
Q4 | $444K | Sell |
2,327
-70
| -3% | -$13.9K | 0.02% | 386 |
|
|
2024
Q3 | $473K | Buy |
2,397
+2
| +0.1% | +$380 | 0.03% | 347 |
|
|
2024
Q2 | $436K | Buy |
2,395
+205
| +9% | +$37.3K | 0.03% | 298 |
|
|
2024
Q1 | $409K | Sell |
2,190
-583
| -21% | -$104K | 0.03% | 266 |
|
|
2023
Q4 | $482K | Sell |
2,773
-395
| -12% | -$63.5K | 0.04% | 227 |
|
|
2023
Q3 | $487K | Buy |
3,168
+360
| +13% | +$58.2K | 0.05% | 198 |
|
|
2023
Q2 | $453K | Buy |
2,808
+30
| +1% | +$4.62K | 0.05% | 203 |
|
|
2023
Q1 | $422K | Sell |
2,778
-110
| -4% | -$16.6K | 0.05% | 222 |
|
|
2022
Q4 | $419K | Buy |
2,888
+3
| +0.1% | +$428 | 0.05% | 210 |
|
|
2022
Q3 | $371K | Buy |
2,885
+47
| +2% | +$6.66K | 0.05% | 196 |
|
|
2022
Q2 | $390K | Sell |
2,838
-32
| -1% | -$4.72K | 0.07% | 117 |
|
|
2022
Q1 | $447K | Sell |
2,870
-249
| -8% | -$38.3K | 0.07% | 120 |
|
|
2021
Q4 | $489K | Sell |
3,119
-324
| -9% | -$49.3K | 0.08% | 116 |
|
|
2021
Q3 | $501K | Sell |
3,443
-34
| -1% | -$5.07K | 0.1% | 83 |
|
|
2021
Q2 | $513K | Sell |
3,477
-89
| -2% | -$13.1K | 0.12% | 72 |
|
|
2021
Q1 | $504K | Sell |
3,566
-108
| -3% | -$14.5K | 0.15% | 60 |
|
|
2020
Q4 | $470K | Sell |
3,674
-210
| -5% | -$25.4K | 0.16% | 60 |
|
|
2020
Q3 | $437K | Sell |
3,884
-637
| -14% | -$72.2K | 0.18% | 57 |
|
|
2020
Q2 | $489K | Sell |
4,521
-543
| -11% | -$57.6K | 0.23% | 58 |
|
|
2020
Q1 | $487K | Sell |
5,064
-782
| -13% | -$93.1K | 0.3% | 52 |
|
|
2019
Q4 | $761K | Sell |
5,846
-70
| -1% | -$8.71K | 0.44% | 40 |
|
|
2019
Q3 | $705K | Sell |
5,916
-193
| -3% | -$22.6K | 0.46% | 39 |
|
|
2019
Q2 | $712K | Sell |
6,109
-33
| -0.5% | -$3.78K | 0.53% | 30 |
|
|
2019
Q1 | $692K | Buy |
6,142
+154
| +3% | +$16.9K | 0.55% | 31 |
|
|
2018
Q4 | $606K | Buy |
+5,988
| New | +$655K | 0.56% | 30 |
|
|
2018
Q1 | – | Sell |
-9,701
| Closed | -$1.11M | – | 57 |
|
|
2017
Q4 | $1.11M | Buy |
+9,701
| New | +$1.07M | 0.93% | 22 |
|
Other funds holding IVE
Larson Financial Group's IVE Position: Q2 2026 in Review
Larson Financial Group reduced its iShares S&P 500 Value ETF (IVE) stake by 6.2% in Q2 2026, selling an estimated $27.9K and leaving 1,891 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #601.
Larson Financial Group first reported a position in IVE in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.11M in Q4 2017. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Larson Financial Group held 1,891 shares of iShares S&P 500 Value ETF worth $429K as of Q2 2026.
- Larson Financial Group sold 125 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $27.9K.
- iShares S&P 500 Value ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #601 holding.
- Larson Financial Group first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 32 quarters since.
- Larson Financial Group's iShares S&P 500 Value ETF position peaked at $1.11M in Q4 2017.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.