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 Q3	$240K	Hold	1,050	–	–	0.04%	122
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Manchester Financial's IVE Position: Q3 2026 in Review

Manchester Financial held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 1,050 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #122.

Manchester Financial first reported a position in IVE in Q2 2019 and has held it in 14 quarters since. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Manchester Financial held 1,050 shares of iShares S&P 500 Value ETF worth $240K as of Q3 2026.
Manchester Financial left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up 0.04% of Manchester Financial's portfolio in Q3 2026, its #122 holding.
Manchester Financial first reported a position in iShares S&P 500 Value ETF in Q2 2019 and has held it in 14 quarters since.
1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Manchester Financial's 13F filing for Q3 2026, filed 15 Oct 2026.