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 Q3	$827K	Sell	3,622 -89	-2%	-$20.8K	0.2%	97
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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

LongView Wealth Management's IVE Position: Q3 2026 in Review

LongView Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 2.4% in Q3 2026, selling an estimated $20.8K and leaving 3,622 shares worth $827K. The position accounts for 0.2% of the portfolio, ranked #97.

LongView Wealth Management first reported a position in IVE in Q4 2023 and has held it in 12 quarters since. The position peaked at $912K in Q4 2025. 456 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

LongView Wealth Management held 3,622 shares of iShares S&P 500 Value ETF worth $827K as of Q3 2026.
LongView Wealth Management sold 89 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $20.8K.
iShares S&P 500 Value ETF made up 0.2% of LongView Wealth Management's portfolio in Q3 2026, its #97 holding.
LongView Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's iShares S&P 500 Value ETF position peaked at $912K in Q4 2025.
456 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.