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

MKT 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	$1.03M	Hold	4,450	–	–	0.32%	44
2026 Q1	$944K	Hold	4,450	–	–	0.32%	48
2025 Q4	$956K	Hold	4,450	–	–	0.33%	48
2025 Q3	$921K	Hold	4,450	–	–	0.34%	48
2025 Q2	$878K	Hold	4,450	–	–	0.35%	43
2025 Q1	$762K	Hold	4,450	–	–	0.36%	43
2024 Q4	$864K	Sell	4,450 -50	-1%	-$9.92K	0.38%	40
2024 Q3	$883K	Hold	4,500	–	–	0.41%	37
2024 Q2	$818K	Hold	4,500	–	–	0.41%	38
2024 Q1	$818K	Sell	4,500 -33	-0.7%	-$5.87K	0.45%	36
2023 Q4	$788K	Hold	4,533	–	–	0.52%	39
2023 Q3	$693K	Hold	4,533	–	–	0.53%	39
2023 Q2	$754K	Hold	4,533	–	–	0.53%	36
2023 Q1	$682K	Hold	4,533	–	–	0.51%	43
2022 Q4	$690K	Hold	4,533	–	–	0.52%	44
2022 Q3	$583K	Sell	4,533 -195	-4%	-$27.6K	0.51%	45
2022 Q2	$654K	Buy	4,728 +206	+5%	+$30.4K	0.51%	41
2022 Q1	$656K	Buy	4,522 +22	+0.5%	+$3.38K	0.5%	44
2021 Q4	$678K	Buy	+4,500	New	+$684K	0.53%	36

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MKT Advisors's IVE Position: Q2 2026 in Review

MKT Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 4,450 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #44.

MKT Advisors first reported a position in IVE in Q4 2021 and has held it in 19 quarters since. 490 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

MKT Advisors held 4,450 shares of iShares S&P 500 Value ETF worth $1.03M as of Q2 2026.
MKT Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.32% of MKT Advisors's portfolio in Q2 2026, its #44 holding.
MKT Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
490 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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