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

McGlone Suttner 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	$1.02M	Hold	4,472	–	–	0.12%	84
2026 Q1	$944K	Hold	4,472	–	–	0.13%	84
2025 Q4	$948K	Hold	4,472	–	–	0.13%	77
2025 Q3	$924K	Hold	4,472	–	–	0.13%	77
2025 Q2	$874K	Hold	4,472	–	–	0.13%	79
2025 Q1	$852K	Hold	4,472	–	–	0.14%	79
2024 Q4	$854K	Hold	4,472	–	–	0.14%	70
2024 Q3	$882K	Hold	4,472	–	–	0.18%	67
2024 Q2	$778K	Hold	4,472	–	–	0.16%	64
2024 Q1	$835K	Hold	4,472	–	–	0.16%	69
2023 Q4	$778K	Hold	4,472	–	–	0.15%	64
2023 Q3	$688K	Hold	4,472	–	–	0.16%	63
2023 Q2	$721K	Hold	4,472	–	–	0.16%	62
2023 Q1	$679K	Hold	4,472	–	–	0.17%	57
2022 Q4	$649K	Buy	+4,472	New	+$638K	0.21%	55

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

McGlone Suttner Wealth Management's IVE Position: Q2 2026 in Review

McGlone Suttner Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 4,472 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #84.

McGlone Suttner Wealth Management first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. 743 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

McGlone Suttner Wealth Management held 4,472 shares of iShares S&P 500 Value ETF worth $1.02M as of Q2 2026.
McGlone Suttner Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.12% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #84 holding.
McGlone Suttner Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
743 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.