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 Q3	$473K	Buy	2,074 +90	+5%	+$21K	0.99%	29
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Novus Advisors's IVE Position: Q3 2026 in Review

Novus Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 4.5% in Q3 2026, buying an estimated $21K and bringing the position to 2,074 shares worth $473K. The position accounts for 0.99% of the portfolio, ranked #29.

Novus Advisors first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Novus Advisors held 2,074 shares of iShares S&P 500 Value ETF worth $473K as of Q3 2026.
Novus Advisors bought 90 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $21K.
iShares S&P 500 Value ETF made up 0.99% of Novus Advisors's portfolio in Q3 2026, its #29 holding.
Novus Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Novus Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.