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Latitude Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Latitude Advisors’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 		$1.46M Buy
6,432
+796
+14% +$178K 0.58% 41
2026
Q1 		$1.19M Buy
5,636
+1,853
+49% +$401K 0.55% 46
2025
Q4 		$802K Buy
3,783
+1,019
+37% +$214K 0.35% 73
2025
Q3 		$571K Buy
2,764
+232
+9% +$46.6K 0.26% 91
2025
Q2 		$495K Sell
2,532
-242
-9% -$45.1K 0.25% 93
2025
Q1 		$529K Buy
2,774
+957
+53% +$185K 0.31% 81
2024
Q4 		$347K Buy
1,817
+160
+10% +$31.7K 0.2% 113
2024
Q3 		$327K Buy
1,657
+495
+43% +$94K 0.18% 125
2024
Q2 		$211K Buy
+1,162
New +$212K 0.13% 166

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Latitude Advisors's IVE Position: Q2 2026 in Review

Latitude Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 14% in Q2 2026, buying an estimated $178K and bringing the position to 6,432 shares worth $1.46M. The position accounts for 0.58% of the portfolio, ranked #41.

Latitude Advisors first reported a position in IVE in Q2 2024 and has held it in 9 quarters since. 860 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Latitude Advisors held 6,432 shares of iShares S&P 500 Value ETF worth $1.46M as of Q2 2026.
  • Latitude Advisors bought 796 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $178K.
  • iShares S&P 500 Value ETF made up 0.58% of Latitude Advisors's portfolio in Q2 2026, its #41 holding.
  • Latitude Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 860 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.