McCarley & Cook Financial Planners’s iShares S&P 500 Value ETF IVE Stock Holding History

McCarley & Cook Financial Planners’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	$156K	Hold	682	–	–	0.12%	59
2026 Q2	$155K	Hold	682	–	–	0.12%	61
2026 Q1	$144K	Hold	682	–	–	0.12%	61
2025 Q4	$145K	Buy	+682	New	+$143K	0.13%	57

Other funds holding IVE

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

McCarley & Cook Financial Planners's IVE Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 682 shares worth $156K. The position accounts for 0.12% of the portfolio, ranked #59.

McCarley & Cook Financial Planners first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

McCarley & Cook Financial Planners held 682 shares of iShares S&P 500 Value ETF worth $156K as of Q3 2026.
McCarley & Cook Financial Planners left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up 0.12% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #59 holding.
McCarley & Cook Financial Planners first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
609 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.