Montgomery Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Montgomery Financial Services’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	$63.8K	Buy	+281	New	+$62.8K	0.06%	58

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Montgomery Financial Services's IVE Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 281 shares worth $63.8K. The stake represents 0.06% of the portfolio and ranks #58 among its holdings.

1,706 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Montgomery Financial Services held 281 shares of iShares S&P 500 Value ETF worth $63.8K as of Q2 2026.
iShares S&P 500 Value ETF was a new Montgomery Financial Services position in Q2 2026.
iShares S&P 500 Value ETF made up 0.06% of Montgomery Financial Services's portfolio in Q2 2026, its #58 holding.
1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.