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McHugh Group’s iShares S&P 500 Value ETF IVE Stock Holding History

McHugh Group’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 		$355K Hold
1,553
– – 0.17% 64
2026
Q2 		$353K Hold
1,553
– – 0.18% 63
2026
Q1 		$328K Buy
1,553
+51
+3% +$11K 0.19% 58
2025
Q4 		$319K Hold
1,502
– – 0.18% 61
2025
Q3 		$310K Hold
1,502
– – 0.19% 57
2025
Q2 		$294K Hold
1,502
– – 0.2% 53
2025
Q1 		$286K Hold
1,502
– – 0.22% 48
2024
Q4 		$287K Buy
+1,502
New +$298K 0.21% 48

Other funds holding IVE

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

McHugh Group's IVE Position: Q3 2026 in Review

McHugh Group held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 1,553 shares worth $355K. The position accounts for 0.17% of the portfolio, ranked #64.

McHugh Group first reported a position in IVE in Q4 2024 and has held it in 8 quarters since. 831 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • McHugh Group held 1,553 shares of iShares S&P 500 Value ETF worth $355K as of Q3 2026.
  • McHugh Group left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up 0.17% of McHugh Group's portfolio in Q3 2026, its #64 holding.
  • McHugh Group first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 831 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.