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

Millstone Evans 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
Q2 		$162K Hold
715
– – 0.09% 177
2026
Q1 		$151K Hold
715
– – 0.09% 177
2025
Q4 		$152K Hold
715
– – 0.09% 172
2025
Q3 		$148K Hold
715
– – 0.09% 162
2025
Q2 		$140K Hold
715
– – 0.1% 161
2025
Q1 		$136K Buy
+715
New +$138K 0.09% 157

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millstone Evans Group's IVE Position: Q2 2026 in Review

Millstone Evans Group held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 715 shares worth $162K. The position accounts for 0.09% of the portfolio, ranked #177.

Millstone Evans Group first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Millstone Evans Group held 715 shares of iShares S&P 500 Value ETF worth $162K as of Q2 2026.
  • Millstone Evans Group left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.09% of Millstone Evans Group's portfolio in Q2 2026, its #177 holding.
  • Millstone Evans Group first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.