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

Longview Financial 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 		$261K Buy
1,148
+5
+0.4% +$1.12K 0.15% 40
2026
Q1 		$241K Buy
1,143
+4
+0.4% +$866 0.15% 41
2025
Q4 		$242K Buy
1,139
+6
+0.5% +$1.26K 0.16% 41
2025
Q3 		$234K Buy
1,133
+4
+0.4% +$803 0.17% 39
2025
Q2 		$221K Buy
1,129
+5
+0.4% +$931 0.19% 40
2025
Q1 		$214K Buy
+1,124
New +$217K 0.18% 44

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
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Longview Financial Advisors's IVE Position: Q2 2026 in Review

Longview Financial Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.44% in Q2 2026, buying an estimated $1.12K and bringing the position to 1,148 shares worth $261K. The position accounts for 0.15% of the portfolio, ranked #40.

Longview Financial Advisors first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Longview Financial Advisors held 1,148 shares of iShares S&P 500 Value ETF worth $261K as of Q2 2026.
  • Longview Financial Advisors bought 5 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.12K.
  • iShares S&P 500 Value ETF made up 0.15% of Longview Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Longview Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.