Mascoma Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Mascoma 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 Q2	$145K	Hold	638	–	–	0.03%	116
2026 Q1	$135K	Hold	638	–	–	0.03%	115
2025 Q4	$135K	Hold	638	–	–	0.03%	112
2025 Q3	$132K	Hold	638	–	–	0.03%	114
2025 Q2	$125K	Hold	638	–	–	0.03%	117
2025 Q1	$122K	Hold	638	–	–	0.03%	119
2024 Q4	$122K	Hold	638	–	–	0.03%	123
2024 Q3	$126K	Hold	638	–	–	0.03%	123
2024 Q2	$116K	Hold	638	–	–	0.03%	124
2024 Q1	$119K	Hold	638	–	–	0.03%	124
2023 Q4	$111K	Hold	638	–	–	0.03%	129
2023 Q3	$98.2K	Hold	638	–	–	0.03%	137
2023 Q2	$105K	Hold	638	–	–	0.03%	134
2023 Q1	$98.5K	Hold	638	–	–	0.03%	164
2022 Q4	$92.6K	Hold	638	–	–	0.03%	170
2022 Q3	$82K	Hold	638	–	–	0.03%	183
2022 Q2	$88K	Hold	638	–	–	0.03%	181
2022 Q1	$99K	Buy	+638	New	+$98.2K	0.03%	185
2017 Q1	–	Sell	-200	Closed	-$20K	–	370
2016 Q4	$20K	Buy	+200	New	+$19.5K	0.01%	213

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

Mascoma Wealth Management's IVE Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 638 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #116.

Mascoma Wealth Management first reported a position in IVE in Q4 2016 and has held it in 19 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Mascoma Wealth Management held 638 shares of iShares S&P 500 Value ETF worth $145K as of Q2 2026.
Mascoma Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of Mascoma Wealth Management's portfolio in Q2 2026, its #116 holding.
Mascoma Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2016 and has held it in 19 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.