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

Mayflower Financial Advisors’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 		$12.8M Sell
56,547
-6,260
-10% -$1.4M 1.11% 22
2026
Q1 		$13.3M Sell
62,807
-527
-0.8% -$114K 1.61% 8
2025
Q4 		$13.4M Buy
63,334
+15,584
+33% +$3.27M 1.62% 10
2025
Q3 		$9.86M Buy
47,750
+2,477
+5% +$498K 1.24% 15
2025
Q2 		$8.85M Buy
45,273
+6,843
+18% +$1.27M 1.23% 16
2025
Q1 		$7.32M Buy
38,430
+8,092
+27% +$1.57M 1.11% 15
2024
Q4 		$5.79M Buy
30,338
+2,101
+7% +$417K 0.86% 26
2024
Q3 		$5.57M Buy
28,237
+1,512
+6% +$287K 0.84% 28
2024
Q2 		$4.86M Buy
26,725
+2,194
+9% +$400K 0.8% 31
2024
Q1 		$4.58M Buy
24,531
+18,987
+342% +$3.37M 0.77% 31
2023
Q4 		$964K Sell
5,544
-375
-6% -$60.3K 0.13% 138
2023
Q3 		$911K Sell
5,919
-1,030
-15% -$166K 0.14% 132
2023
Q2 		$1.12M Buy
6,949
+1,841
+36% +$283K 0.15% 124
2023
Q1 		$775K Sell
5,108
-51
-1% -$7.71K 0.1% 154
2022
Q4 		$748K Buy
5,159
+1,796
+53% +$256K 0.1% 148
2022
Q3 		$432K Sell
3,363
-549
-14% -$77.8K 0.07% 207
2022
Q2 		$538K Buy
3,912
+1,108
+40% +$164K 0.08% 181
2022
Q1 		$437K Buy
2,804
+494
+21% +$76K 0.06% 220
2021
Q4 		$362K Buy
2,310
+2
+0.1% +$304 0.05% 237
2021
Q3 		$350K Buy
2,308
+3
+0.1% +$447 0.05% 237
2021
Q2 		$340K Sell
2,305
-2,639
-53% -$389K 0.05% 223
2021
Q1 		$698K Buy
4,944
+31
+0.6% +$4.17K 0.1% 133
2020
Q4 		$629K Buy
+4,913
New +$594K 0.11% 135

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mayflower Financial Advisors's IVE Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 10% in Q2 2026, selling an estimated $1.4M and leaving 56,547 shares worth $12.8M. The position accounts for 1.11% of the portfolio, ranked #22.

Mayflower Financial Advisors first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.4M in Q4 2025. 687 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Mayflower Financial Advisors held 56,547 shares of iShares S&P 500 Value ETF worth $12.8M as of Q2 2026.
  • Mayflower Financial Advisors sold 6,260 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.4M.
  • iShares S&P 500 Value ETF made up 1.11% of Mayflower Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Mayflower Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's iShares S&P 500 Value ETF position peaked at $13.4M in Q4 2025.
  • 687 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.