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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MSH Capital Advisors's IVE Position: Q1 2026 in Review

MSH Capital Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 3.3% in Q1 2026, buying an estimated $144K and bringing the position to 20,563 shares worth $4.34M. The position accounts for 0.92% of the portfolio, ranked #25.

MSH Capital Advisors first reported a position in IVE in Q4 2021 and has held it in 18 quarters since. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

MSH Capital Advisors held 20,563 shares of iShares S&P 500 Value ETF worth $4.34M as of Q1 2026.
MSH Capital Advisors bought 664 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $144K.
iShares S&P 500 Value ETF made up 0.92% of MSH Capital Advisors's portfolio in Q1 2026, its #25 holding.
MSH Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 18 quarters since.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.