Main Street Financial Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Main Street Financial Solutions’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	$1.08M	Buy	4,743 +3,578	+307%	+$799K	0.07%	237
2026 Q1	$246K	Buy	+1,165	New	+$252K	0.02%	490
2025 Q4	–	Sell	-3,646	Closed	-$753K	–	605
2025 Q3	$753K	Hold	3,646	–	–	0.05%	297
2025 Q2	$713K	Buy	+3,646	New	+$679K	0.05%	289

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Main Street Financial Solutions's IVE Position: Q2 2026 in Review

Main Street Financial Solutions increased its iShares S&P 500 Value ETF (IVE) stake by 307% in Q2 2026, buying an estimated $799K and bringing the position to 4,743 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #237.

Main Street Financial Solutions first reported a position in IVE in Q2 2025 and has held it in 4 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Main Street Financial Solutions held 4,743 shares of iShares S&P 500 Value ETF worth $1.08M as of Q2 2026.
Main Street Financial Solutions bought 3,578 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $799K.
iShares S&P 500 Value ETF made up 0.07% of Main Street Financial Solutions's portfolio in Q2 2026, its #237 holding.
Main Street Financial Solutions first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 4 quarters since.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.