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

McNaughton 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 Q3	$13.9M	Buy	60,879 +1,087	+2%	+$254K	4.86%	4
2026 Q2	$13.6M	Sell	59,792 -16,530	-22%	-$3.69M	4.82%	4
2026 Q1	$16.1M	Sell	76,322 -4,135	-5%	-$895K	6.66%	3
2025 Q4	$17.1M	Buy	80,457 +18,841	+31%	+$3.95M	7.03%	3
2025 Q3	$12.7M	Buy	61,616 +502	+0.8%	+$101K	5.37%	3
2025 Q2	$11.9M	Buy	61,114 +6,560	+12%	+$1.22M	5.33%	4
2025 Q1	$10.4M	Buy	+54,554	New	+$10.6M	5.05%	5

Other funds holding IVE

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

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

McNaughton Wealth Management's IVE Position: Q3 2026 in Review

McNaughton Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 1.8% in Q3 2026, buying an estimated $254K and bringing the position to 60,879 shares worth $13.9M. The position accounts for 4.86% of the portfolio, ranked #4.

McNaughton Wealth Management first reported a position in IVE in Q1 2025 and has held it in 7 quarters since. The position peaked at $17.1M in Q4 2025. 798 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

McNaughton Wealth Management held 60,879 shares of iShares S&P 500 Value ETF worth $13.9M as of Q3 2026.
McNaughton Wealth Management bought 1,087 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $254K.
iShares S&P 500 Value ETF made up 4.86% of McNaughton Wealth Management's portfolio in Q3 2026, its #4 holding.
McNaughton Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 7 quarters since.
McNaughton Wealth Management's iShares S&P 500 Value ETF position peaked at $17.1M in Q4 2025.
798 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.