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 Q2	$11.7M	Sell	51,641 -10,194	-16%	-$2.28M	0.22%	100
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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Mount Yale Investment Advisors's IVE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 16% in Q2 2026, selling an estimated $2.28M and leaving 51,641 shares worth $11.7M. The position accounts for 0.22% of the portfolio, ranked #100.

Mount Yale Investment Advisors first reported a position in IVE in Q4 2020 and has held it in 20 quarters since. The position peaked at $13.1M in Q1 2026. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Mount Yale Investment Advisors held 51,641 shares of iShares S&P 500 Value ETF worth $11.7M as of Q2 2026.
Mount Yale Investment Advisors sold 10,194 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.28M.
iShares S&P 500 Value ETF made up 0.22% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #100 holding.
Mount Yale Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 20 quarters since.
Mount Yale Investment Advisors's iShares S&P 500 Value ETF position peaked at $13.1M in Q1 2026.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.