Pine Grove Financial Group
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Pine Grove Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Pine Grove Financial Group’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 		$25.2M Buy
110,472
+4,905
+5% +$1.15M 2.44% 9
2026
Q2 		$24M Sell
105,567
-15,979
-13% -$3.57M 2.42% 9
2026
Q1 		$25.7M Sell
121,546
-8,839
-7% -$1.91M 2.98% 7
2025
Q4 		$27.7M Buy
+130,385
New +$27.3M 3.34% 7

Other funds holding IVE

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Pine Grove Financial Group's IVE Position: Q3 2026 in Review

Pine Grove Financial Group increased its iShares S&P 500 Value ETF (IVE) stake by 4.6% in Q3 2026, buying an estimated $1.15M and bringing the position to 110,472 shares worth $25.2M. The position accounts for 2.44% of the portfolio, ranked #9.

Pine Grove Financial Group first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. The position peaked at $27.7M in Q4 2025. 548 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Pine Grove Financial Group held 110,472 shares of iShares S&P 500 Value ETF worth $25.2M as of Q3 2026.
  • Pine Grove Financial Group bought 4,905 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $1.15M.
  • iShares S&P 500 Value ETF made up 2.44% of Pine Grove Financial Group's portfolio in Q3 2026, its #9 holding.
  • Pine Grove Financial Group first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's iShares S&P 500 Value ETF position peaked at $27.7M in Q4 2025.
  • 548 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.