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

MSH Capital 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 		$5.13M Sell
22,459
-261
-1% -$61K 0.79% 28
2026
Q2 		$5.16M Buy
22,720
+2,157
+10% +$482K 0.9% 26
2026
Q1 		$4.34M Buy
20,563
+664
+3% +$144K 0.92% 25
2025
Q4 		$4.22M Buy
19,899
+1,618
+9% +$339K 0.9% 25
2025
Q3 		$3.78M Sell
18,281
-184
-1% -$37K 1.01% 23
2025
Q2 		$3.61M Buy
18,465
+695
+4% +$129K 1.04% 23
2025
Q1 		$3.39M Buy
17,770
+1,127
+7% +$218K 1.05% 24
2024
Q4 		$3.18M Buy
16,643
+1,046
+7% +$207K 1% 27
2024
Q3 		$3.08M Buy
15,597
+976
+7% +$185K 0.94% 30
2024
Q2 		$2.66M Buy
14,621
+1,395
+11% +$254K 0.89% 30
2024
Q1 		$2.47M Sell
13,226
-1,568
-11% -$279K 0.87% 32
2023
Q4 		$2.57M Buy
14,794
+1,173
+9% +$189K 0.96% 26
2023
Q3 		$2.1M Sell
13,621
-653
-5% -$106K 0.82% 36
2023
Q2 		$2.3M Buy
14,274
+530
+4% +$81.5K 0.84% 36
2023
Q1 		$2.09M Sell
13,744
-33
-0.2% -$4.99K 0.89% 32
2022
Q4 		$2M Sell
13,777
-203
-1% -$29K 0.9% 31
2022
Q3 		$1.8M Buy
13,980
+452
+3% +$64K 0.88% 36
2022
Q2 		$1.86M Sell
13,528
-140
-1% -$20.7K 0.86% 33
2022
Q1 		$2.13M Sell
13,668
-103
-0.7% -$15.8K 0.88% 33
2021
Q4 		$2.16M Buy
+13,771
New +$2.09M 0.97% 30

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

MSH Capital Advisors's IVE Position: Q3 2026 in Review

MSH Capital Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 1.1% in Q3 2026, selling an estimated $61K and leaving 22,459 shares worth $5.13M. The position accounts for 0.79% of the portfolio, ranked #28.

MSH Capital Advisors first reported a position in IVE in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.16M in Q2 2026. 1,421 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • MSH Capital Advisors held 22,459 shares of iShares S&P 500 Value ETF worth $5.13M as of Q3 2026.
  • MSH Capital Advisors sold 261 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $61K.
  • iShares S&P 500 Value ETF made up 0.79% of MSH Capital Advisors's portfolio in Q3 2026, its #28 holding.
  • MSH Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 20 quarters since.
  • MSH Capital Advisors's iShares S&P 500 Value ETF position peaked at $5.16M in Q2 2026.
  • 1,421 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on MSH Capital Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.