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Mount Yale Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Mount Yale Investment 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
Q1 		$13.1M Buy
61,835
+34,511
+126% +$7.47M 0.3% 70
2025
Q4 		$5.79M Buy
+27,324
New +$5.73M 0.28% 76
2025
Q3 		– Sell
-24,674
Closed -$4.82M – 1136
2025
Q2 		$4.82M Buy
24,674
+3,556
+17% +$662K 0.38% 47
2025
Q1 		$4.02M Buy
21,118
+6,124
+41% +$1.19M 0.34% 54
2024
Q4 		$2.86M Sell
14,994
-1,704
-10% -$338K 0.23% 90
2024
Q3 		$3.29M Sell
16,698
-191
-1% -$36.3K 0.32% 76
2024
Q2 		$3.07M Sell
16,889
-1,099
-6% -$200K 0.24% 84
2024
Q1 		$3.36M Buy
17,988
+16,008
+808% +$2.85M 0.26% 82
2023
Q4 		$344K Buy
1,980
+39
+2% +$6.27K 0.03% 388
2023
Q3 		$299K Hold
1,941
– – 0.03% 392
2023
Q2 		$313K Hold
1,941
– – 0.03% 380
2023
Q1 		$295K Buy
1,941
+438
+29% +$66.2K 0.03% 380
2022
Q4 		$218K Sell
1,503
-931
-38% -$133K 0.02% 421
2022
Q3 		$313K Hold
2,434
– – 0.04% 332
2022
Q2 		$335K Sell
2,434
-347
-12% -$51.2K 0.04% 334
2022
Q1 		$433K Sell
2,781
-21,469
-89% -$3.3M 0.05% 320
2021
Q4 		$3.8M Buy
24,250
+21,469
+772% +$3.26M 0.39% 60
2021
Q3 		$404K Buy
+2,781
New +$414K 0.05% 313
2021
Q1 		– Sell
-13,033
Closed -$1.67M – 429
2020
Q4 		$1.67M Buy
+13,033
New +$1.58M 0.23% 98

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mount Yale Investment Advisors's IVE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 126% in Q1 2026, buying an estimated $7.47M and bringing the position to 61,835 shares worth $13.1M. The position accounts for 0.3% of the portfolio, ranked #70.

Mount Yale Investment Advisors first reported a position in IVE in Q4 2020 and has held it in 19 quarters since. 1,708 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Mount Yale Investment Advisors held 61,835 shares of iShares S&P 500 Value ETF worth $13.1M as of Q1 2026.
  • Mount Yale Investment Advisors bought 34,511 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $7.47M.
  • iShares S&P 500 Value ETF made up 0.3% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #70 holding.
  • Mount Yale Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,708 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.