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LongView Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

LongView Wealth Management’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 		$843K Sell
3,711
-466
-11% -$104K 0.22% 95
2026
Q1 		$909K Sell
4,177
-22
-0.5% -$4.76K 0.23% 96
2025
Q4 		$912K Buy
4,199
+2,334
+125% +$489K 0.22% 93
2025
Q3 		$385K Sell
1,865
-10
-0.5% -$2.01K 0.1% 143
2025
Q2 		$366K Buy
1,875
+25
+1% +$4.66K 0.11% 148
2025
Q1 		$353K Sell
1,850
-150
-8% -$29K 0.11% 149
2024
Q4 		$382K Sell
2,000
-90
-4% -$17.9K 0.12% 137
2024
Q3 		$412K Sell
2,090
-111
-5% -$21.1K 0.13% 127
2024
Q2 		$401K Sell
2,201
-9
-0.4% -$1.64K 0.15% 121
2024
Q1 		$413K Buy
2,210
+120
+6% +$21.3K 0.16% 119
2023
Q4 		$364K Buy
+2,090
New +$336K 0.16% 125

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

LongView Wealth Management's IVE Position: Q2 2026 in Review

LongView Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 11% in Q2 2026, selling an estimated $104K and leaving 3,711 shares worth $843K. The position accounts for 0.22% of the portfolio, ranked #95.

LongView Wealth Management first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. The position peaked at $912K in Q4 2025. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • LongView Wealth Management held 3,711 shares of iShares S&P 500 Value ETF worth $843K as of Q2 2026.
  • LongView Wealth Management sold 466 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $104K.
  • iShares S&P 500 Value ETF made up 0.22% of LongView Wealth Management's portfolio in Q2 2026, its #95 holding.
  • LongView Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's iShares S&P 500 Value ETF position peaked at $912K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.