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

Main Street Group’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	$2.73K	Hold	12	–	–	﹤0.01%	711
2026 Q1	$2.53K	Buy	+12	New	+$2.6K	﹤0.01%	721
2025 Q4	–	Sell	-12	Closed	-$2.48K	–	349
2025 Q3	$2.48K	Hold	12	–	–	﹤0.01%	678
2025 Q2	$2.35K	Hold	12	–	–	﹤0.01%	639
2025 Q1	$2.29K	Hold	12	–	–	﹤0.01%	665
2024 Q4	$2.29K	Hold	12	–	–	﹤0.01%	648
2024 Q3	$2.37K	Hold	12	–	–	﹤0.01%	654
2024 Q2	$2.17K	Hold	12	–	–	﹤0.01%	709
2024 Q1	$2.23K	Hold	12	–	–	﹤0.01%	742
2023 Q4	$2.09K	Buy	+12	New	+$1.93K	﹤0.01%	1105

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 Group's IVE Position: Q2 2026 in Review

Main Street Group held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 12 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Main Street Group first reported a position in IVE in Q4 2023 and has held it in 10 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Main Street Group held 12 shares of iShares S&P 500 Value ETF worth $2.73K as of Q2 2026.
Main Street Group left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #711 holding.
Main Street Group first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.