Northland Securities
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Northland Securities’s iShares S&P 500 Value ETF IVE Stock Holding History

Northland Securities’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 		$2.02M Buy
8,833
+97
+1% +$22.7K 1.18% 19
2026
Q2 		$1.98M Buy
8,736
+1,212
+16% +$271K 1.16% 19
2026
Q1 		$1.59M Buy
7,524
+870
+13% +$188K 1.51% 14
2025
Q4 		$1.41M Buy
+6,654
New +$1.39M 1.35% 15

Other funds holding IVE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Northland Securities's IVE Position: Q3 2026 in Review

Northland Securities increased its iShares S&P 500 Value ETF (IVE) stake by 1.1% in Q3 2026, buying an estimated $22.7K and bringing the position to 8,833 shares worth $2.02M. The position accounts for 1.18% of the portfolio, ranked #19.

Northland Securities first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. 1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Northland Securities held 8,833 shares of iShares S&P 500 Value ETF worth $2.02M as of Q3 2026.
  • Northland Securities bought 97 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $22.7K.
  • iShares S&P 500 Value ETF made up 1.18% of Northland Securities's portfolio in Q3 2026, its #19 holding.
  • Northland Securities first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Northland Securities's 13F filing for Q3 2026, filed 2 Nov 2026.