Mountain Capital Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Mountain Capital 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	$311K	Sell	1,371 -82	-6%	-$18.3K	0.04%	64
2026 Q1	$320K	Sell	1,453 -34	-2%	-$7.36K	0.05%	60
2025 Q4	$322K	Buy	1,487 +173	+13%	+$36.3K	0.05%	58
2025 Q3	$272K	Buy	1,314 +91	+7%	+$18.3K	0.05%	65
2025 Q2	$241K	Buy	1,223 +68	+6%	+$12.7K	0.05%	56
2025 Q1	$210K	Buy	1,155 +96	+9%	+$18.6K	0.05%	56
2024 Q4	$206K	Buy	1,059 +31	+3%	+$6.15K	0.04%	57
2024 Q3	$207K	Buy	+1,028	New	+$195K	0.05%	55
2017 Q4	–	Sell	-130	Closed	-$14K	–	216
2017 Q3	$14K	Hold	130	–	–	0.01%	230
2017 Q2	$14K	Buy	+130	New	+$13.5K	0.01%	262

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

Mountain Capital Investment Advisors's IVE Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 5.6% in Q2 2026, selling an estimated $18.3K and leaving 1,371 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #64.

Mountain Capital Investment Advisors first reported a position in IVE in Q2 2017 and has held it in 10 quarters since. The position peaked at $322K in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Mountain Capital Investment Advisors held 1,371 shares of iShares S&P 500 Value ETF worth $311K as of Q2 2026.
Mountain Capital Investment Advisors sold 82 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $18.3K.
iShares S&P 500 Value ETF made up 0.04% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #64 holding.
Mountain Capital Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2017 and has held it in 10 quarters since.
Mountain Capital Investment Advisors's iShares S&P 500 Value ETF position peaked at $322K in Q4 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.