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

Novus 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 		$450K Buy
1,984
+47
+2% +$10.5K 0.94% 33
2026
Q1 		$409K Buy
1,937
+321
+20% +$69.5K 0.91% 34
2025
Q4 		$343K Buy
1,616
+286
+22% +$59.9K 0.77% 32
2025
Q3 		$275K Buy
+1,330
New +$267K 0.63% 37
2025
Q2 		– Sell
-1,110
Closed -$212K – 97
2025
Q1 		$212K Buy
+1,110
New +$215K 0.21% 111

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Novus Advisors's IVE Position: Q2 2026 in Review

Novus Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 2.4% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,984 shares worth $450K. The position accounts for 0.94% of the portfolio, ranked #33.

Novus Advisors first reported a position in IVE in Q1 2025 and has held it in 5 quarters since. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Novus Advisors held 1,984 shares of iShares S&P 500 Value ETF worth $450K as of Q2 2026.
  • Novus Advisors bought 47 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $10.5K.
  • iShares S&P 500 Value ETF made up 0.94% of Novus Advisors's portfolio in Q2 2026, its #33 holding.
  • Novus Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.