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Pinion Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Pinion Investment 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
Q2 		– Sell
-5,935
Closed -$1.25M – 213
2026
Q1 		$1.25M Buy
+5,935
New +$1.29M 0.29% 56
2024
Q4 		– Sell
-3,125
Closed -$616K – 162
2024
Q3 		$616K Buy
+3,125
New +$594K 0.26% 73

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

Pinion Investment Advisors's IVE Position: Q2 2026 in Review

Pinion Investment Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 5,935 shares — an estimated $1.25M sold.

Pinion Investment Advisors first reported a position in IVE in Q3 2024 and held it in 2 quarters. The position peaked at $1.25M in Q1 2026. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Pinion Investment Advisors reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Pinion Investment Advisors sold 5,935 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.25M.
  • Pinion Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2024 and held it in 2 quarters.
  • Pinion Investment Advisors's iShares S&P 500 Value ETF position peaked at $1.25M in Q1 2026.
  • 1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.