Optivise Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Optivise Advisory Services’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	$335K	Sell	1,474 -279	-16%	-$62.3K	0.17%	145
2026 Q1	$370K	Buy	1,753 +110	+7%	+$23.8K	0.22%	113
2025 Q4	$348K	Buy	1,643 +39	+2%	+$8.17K	0.2%	121
2025 Q3	$331K	Sell	1,604 -44	-3%	-$8.84K	0.2%	113
2025 Q2	$322K	Buy	1,648 +7	+0.4%	+$1.3K	0.16%	130
2025 Q1	$313K	Buy	1,641 +6	+0.4%	+$1.16K	0.18%	121
2024 Q4	$312K	Sell	1,635 -16	-1%	-$3.17K	0.17%	125
2024 Q3	$326K	Buy	1,651 +34	+2%	+$6.46K	0.17%	113
2024 Q2	$294K	Buy	+1,617	New	+$295K	0.16%	130

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Optivise Advisory Services's IVE Position: Q2 2026 in Review

Optivise Advisory Services reduced its iShares S&P 500 Value ETF (IVE) stake by 16% in Q2 2026, selling an estimated $62.3K and leaving 1,474 shares worth $335K. The position accounts for 0.17% of the portfolio, ranked #145.

Optivise Advisory Services first reported a position in IVE in Q2 2024 and has held it in 9 quarters since. The position peaked at $370K in Q1 2026. 671 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Optivise Advisory Services held 1,474 shares of iShares S&P 500 Value ETF worth $335K as of Q2 2026.
Optivise Advisory Services sold 279 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $62.3K.
iShares S&P 500 Value ETF made up 0.17% of Optivise Advisory Services's portfolio in Q2 2026, its #145 holding.
Optivise Advisory Services first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's iShares S&P 500 Value ETF position peaked at $370K in Q1 2026.
671 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.