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Laurel Wealth Advisors (North Carolina)’s iShares S&P 500 Value ETF IVE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$1.4M Buy
6,162
+5
+0.1% +$1.12K 0.14% 100
2026
Q1 		$1.38M Sell
6,157
-10
-0.2% -$2.17K 0.14% 99
2025
Q4 		$1.31M Sell
6,167
-44
-0.7% -$9.22K 0.17% 103
2025
Q3 		$1.28M Sell
6,211
-9
-0.1% -$1.81K 0.18% 100
2025
Q2 		$1.22M Hold
6,220
– – 0.18% 102
2025
Q1 		$1.19M Sell
6,220
-87
-1% -$16.8K 0.19% 100
2024
Q4 		$1.2M Buy
6,307
+2,151
+52% +$427K 0.19% 100
2024
Q3 		$819K Buy
4,156
+5
+0.1% +$950 0.13% 114
2024
Q2 		$756K Sell
4,151
-50
-1% -$9.11K 0.13% 114
2024
Q1 		$785K Sell
4,201
-706
-14% -$125K 0.13% 115
2023
Q4 		$853K Sell
4,907
-598
-11% -$96.1K 0.16% 107
2023
Q3 		$847K Sell
5,505
-135
-2% -$21.8K 0.18% 103
2023
Q2 		$909K Buy
5,640
+13
+0.2% +$2K 0.18% 102
2023
Q1 		$854K Buy
5,627
+3
+0.1% +$453 0.18% 101
2022
Q4 		$816K Sell
5,624
-94
-2% -$13.4K 0.18% 98
2022
Q3 		$735K Sell
5,718
-93
-2% -$13.2K 0.18% 99
2022
Q2 		$799K Sell
5,811
-10
-0.2% -$1.48K 0.19% 94
2022
Q1 		$906K Buy
5,821
+119
+2% +$18.3K 0.19% 96
2021
Q4 		$893K Buy
5,702
+50
+0.9% +$7.6K 0.18% 99
2021
Q3 		$822K Buy
5,652
+10
+0.2% +$1.49K 0.18% 100
2021
Q2 		$833K Sell
5,642
-146
-3% -$21.5K 0.18% 100
2021
Q1 		$817K Buy
5,788
+350
+6% +$47.1K 0.2% 95
2020
Q4 		$696K Buy
5,438
+123
+2% +$14.9K 0.18% 97
2020
Q3 		$598K Buy
5,315
+5
+0.1% +$567 0.18% 92
2020
Q2 		$575K Sell
5,310
-296
-5% -$31.4K 0.19% 91
2020
Q1 		$540K Buy
5,606
+946
+20% +$113K 0.2% 85
2019
Q4 		$606K Sell
4,660
-250
-5% -$31.1K 0.19% 93
2019
Q3 		$585K Hold
4,910
– – 0.2% 96
2019
Q2 		$572K Sell
4,910
-328
-6% -$37.6K 0.2% 97
2019
Q1 		$591K Buy
5,238
+327
+7% +$35.9K 0.22% 95
2018
Q4 		$497K Buy
+4,911
New +$537K 0.2% 96

Other funds holding IVE

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IVE Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares S&P 500 Value ETF (IVE) stake by 0.08% in Q2 2026, buying an estimated $1.12K and bringing the position to 6,162 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #100.

Laurel Wealth Advisors (North Carolina) first reported a position in IVE in Q4 2018 and has held it in 31 quarters since. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 6,162 shares of iShares S&P 500 Value ETF worth $1.4M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 5 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.12K.
  • iShares S&P 500 Value ETF made up 0.14% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #100 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.