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

MONECO 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
Q3 		$445K Buy
1,949
+68
+4% +$15.9K 0.03% 406
2026
Q2 		$427K Sell
1,881
-53
-3% -$11.8K 0.03% 395
2026
Q1 		$408K Buy
1,934
+22
+1% +$4.76K 0.03% 341
2025
Q4 		$405K Hold
1,912
– – 0.03% 341
2025
Q3 		$395K Sell
1,912
-36
-2% -$7.23K 0.03% 344
2025
Q2 		$381K Buy
1,948
+175
+10% +$32.6K 0.04% 339
2025
Q1 		$338K Sell
1,773
-19
-1% -$3.68K 0.04% 340
2024
Q4 		$342K Buy
1,792
+32
+2% +$6.35K 0.04% 345
2024
Q3 		$347K Hold
1,760
– – 0.04% 319
2024
Q2 		$320K Hold
1,760
– – 0.05% 310
2024
Q1 		$329K Sell
1,760
-155
-8% -$27.6K 0.05% 303
2023
Q4 		$333K Buy
1,915
+300
+19% +$48.2K 0.06% 272
2023
Q3 		$248K Hold
1,615
– – 0.07% 286
2023
Q2 		$260K Sell
1,615
-268
-14% -$41.2K 0.07% 276
2023
Q1 		$286K Buy
1,883
+1
+0.1% +$151 0.08% 250
2022
Q4 		$273K Buy
1,882
+2
+0.1% +$286 0.1% 204
2022
Q3 		$242K Sell
1,880
-13
-0.7% -$1.84K 0.1% 205
2022
Q2 		$260K Buy
1,893
+16
+0.9% +$2.36K 0.1% 198
2022
Q1 		$292K Buy
1,877
+1
+0.1% +$154 0.11% 183
2021
Q4 		$290K Buy
1,876
+261
+16% +$39.7K 0.11% 184
2021
Q3 		$235K Buy
1,615
+209
+15% +$31.1K 0.09% 214
2021
Q2 		$208K Sell
1,406
-153
-10% -$22.5K 0.1% 209
2021
Q1 		$220K Buy
+1,559
New +$210K 0.11% 197

Other funds holding IVE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

MONECO Advisors's IVE Position: Q3 2026 in Review

MONECO Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 3.6% in Q3 2026, buying an estimated $15.9K and bringing the position to 1,949 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #406.

MONECO Advisors first reported a position in IVE in Q1 2021 and has held it in 23 quarters since. 1,119 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • MONECO Advisors held 1,949 shares of iShares S&P 500 Value ETF worth $445K as of Q3 2026.
  • MONECO Advisors bought 68 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $15.9K.
  • iShares S&P 500 Value ETF made up 0.03% of MONECO Advisors's portfolio in Q3 2026, its #406 holding.
  • MONECO Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2021 and has held it in 23 quarters since.
  • 1,119 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.