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

Manchester Financial’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	$238K	Sell	1,050 -41	-4%	-$9.16K	0.04%	126
2026 Q1	$230K	Hold	1,091	–	–	0.04%	124
2025 Q4	$231K	Hold	1,091	–	–	0.04%	124
2025 Q3	$225K	Hold	1,091	–	–	0.05%	119
2025 Q2	$213K	Hold	1,091	–	–	0.04%	117
2025 Q1	$208K	Buy	+1,091	New	+$211K	0.05%	115
2021 Q2	–	Sell	-1,000	Closed	-$141K	–	346
2021 Q1	$141K	Hold	1,000	–	–	0.07%	93
2020 Q4	$128K	Hold	1,000	–	–	0.08%	79
2020 Q3	$112K	Hold	1,000	–	–	0.09%	82
2020 Q2	$108K	Hold	1,000	–	–	0.09%	78
2020 Q1	$96K	Hold	1,000	–	–	0.07%	85
2019 Q4	$130K	Buy	+1,000	New	+$124K	0.05%	77
2019 Q3	–	Sell	-1,000	Closed	-$117K	–	242
2019 Q2	$117K	Buy	+1,000	New	+$115K	0.05%	80

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Manchester Financial's IVE Position: Q2 2026 in Review

Manchester Financial reduced its iShares S&P 500 Value ETF (IVE) stake by 3.8% in Q2 2026, selling an estimated $9.16K and leaving 1,050 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #126.

Manchester Financial first reported a position in IVE in Q2 2019 and has held it in 13 quarters since. 904 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Manchester Financial held 1,050 shares of iShares S&P 500 Value ETF worth $238K as of Q2 2026.
Manchester Financial sold 41 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $9.16K.
iShares S&P 500 Value ETF made up 0.04% of Manchester Financial's portfolio in Q2 2026, its #126 holding.
Manchester Financial first reported a position in iShares S&P 500 Value ETF in Q2 2019 and has held it in 13 quarters since.
904 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.