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Personal CFO Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Personal CFO Solutions’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 		– Sell
-5,796
Closed -$1.22M – 558
2026
Q1 		$1.22M Buy
+5,796
New +$1.26M 0.17% 105
2024
Q4 		– Sell
-4,723
Closed -$931K – 540
2024
Q3 		$931K Buy
4,723
+398
+9% +$75.6K 0.13% 154
2024
Q2 		$787K Buy
4,325
+285
+7% +$51.9K 0.12% 166
2024
Q1 		$755K Buy
4,040
+133
+3% +$23.6K 0.12% 179
2023
Q4 		$679K Buy
3,907
+194
+5% +$31.2K 0.12% 175
2023
Q3 		$571K Buy
3,713
+206
+6% +$33.3K 0.11% 172
2023
Q2 		$565K Sell
3,507
-431
-11% -$66.3K 0.11% 180
2023
Q1 		$598K Buy
3,938
+78
+2% +$11.8K 0.12% 159
2022
Q4 		$560K Sell
3,860
-1,552
-29% -$222K 0.12% 170
2022
Q3 		$696K Buy
5,412
+827
+18% +$117K 0.17% 112
2022
Q2 		$630K Sell
4,585
-116
-2% -$17.1K 0.15% 121
2022
Q1 		$732K Sell
4,701
-2,734
-37% -$421K 0.14% 134
2021
Q4 		$1.17M Sell
7,435
-149
-2% -$22.7K 0.22% 94
2021
Q3 		$1.1M Sell
7,584
-298
-4% -$44.4K 0.23% 94
2021
Q2 		$1.16M Sell
7,882
-118
-1% -$17.4K 0.24% 80
2021
Q1 		$1.13M Sell
8,000
-787
-9% -$106K 0.24% 78
2020
Q4 		$1.13M Buy
8,787
+708
+9% +$85.6K 0.28% 83
2020
Q3 		$1M Sell
8,079
-856
-10% -$97K 0.33% 89
2020
Q2 		$967K Sell
8,935
-1,837
-17% -$195K 0.29% 78
2020
Q1 		$1.04M Buy
10,772
+433
+4% +$51.5K 0.37% 59
2019
Q4 		$1.34M Buy
10,339
+524
+5% +$65.2K 0.39% 48
2019
Q3 		$1.16M Buy
+9,815
New +$1.15M 0.46% 50

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Personal CFO Solutions's IVE Position: Q2 2026 in Review

Personal CFO Solutions sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 5,796 shares — an estimated $1.22M sold.

Personal CFO Solutions first reported a position in IVE in Q3 2019 and held it in 22 quarters. The position peaked at $1.34M in Q4 2019. 1,765 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Personal CFO Solutions reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 5,796 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.22M.
  • Personal CFO Solutions first reported a position in iShares S&P 500 Value ETF in Q3 2019 and held it in 22 quarters.
  • Personal CFO Solutions's iShares S&P 500 Value ETF position peaked at $1.34M in Q4 2019.
  • 1,765 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.