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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
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 		$1K 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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Personal CFO Solutions's IVE Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 5,796 shares worth $1.22M. The stake represents 0.17% of the portfolio and ranks #105 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in IVE as recently as Q3 2024.

Personal CFO Solutions first reported a position in IVE in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.34M in Q4 2019. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Personal CFO Solutions held 5,796 shares of iShares S&P 500 Value ETF worth $1.22M as of Q1 2026.
  • iShares S&P 500 Value ETF was a new Personal CFO Solutions position in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.17% of Personal CFO Solutions's portfolio in Q1 2026, its #105 holding.
  • Personal CFO Solutions first reported a position in iShares S&P 500 Value ETF in Q3 2019 and has held it in 22 quarters since.
  • Personal CFO Solutions's iShares S&P 500 Value ETF position peaked at $1.34M in Q4 2019.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.